KYSA helps you analyze your account transactions. Currently 15 account types are supported. It comes with a GTK3-GUI, a dashboard and a self-learning transaction classifier. Mac Users need Homebrew, Windows Users Msys2 to use Gtk3+. More info at: https://digital-souveraenitaet.de/kysa-know-your-spendings-english
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README.md

KYSA

Know Your Spendings Application. 15 account types (csv-files) and SEPA XML (ISO 20022) supported, GTK3-GUI established. Required modules can be found in the requirements.txt and installed via pypi(pip). Mac users need Homebrew, Windows users Msys2 to install PyGobject & Gtk3+. SQLCipher 4.5.1 and above needed. More info and executeables can be found on the program's webpage.

Leightweight standalone program to analyze exported account transactions (*.csv-files and SEPA-xml-files from version 4.04 on) and sort them into categories based on your classification definition. The software returns categorized data as well as various diagrams to get the jist of the data content. Moreover a local-hosted dashboard provides a live visualization for income and cost categories. See also the manual for more information.

Windows and Mac executeables files can be found on my blog. Click here for German version or English version

Version history

From Version 2.04 on, it is possible to link csv-data to manually recorded cash transactions in a separate Excel list ("cashbook"). Furthermore preferences can now be saved for the next session.

From version 3.05 on, a machine learning algorithm is established to help categorize transactions. Moreover single exported account transaction files (csv) can be grouped together by account names and will be stored encrypted. The stored long-term data can be integrated into evaluations by selection and will then be exported to Excel files and diagrams.

Mac executeable available from version 3.06 on.

Version 4.04 comes with a totally redesigned GUI and ISO 20022 XML file support. Categories can now be assigned and changed inside the program. The packaged executable features an integrated, locally hosted dashboard which enables dynamic data vizualisation.

Current version is 5.02.0. Versions 5 and higher use an encrypted Sqlite Database through SQLcipher as backend. Integrating the database made almost a complete rewrite of the whole program necessary. Memory Usage should be smaller and future feature integrations easier to be implemented. While restructuring the code, several smaller bugs were also fixed, improvements regarding localisation, categorization and correct number/date formatting applied and plotting of diagrams altered.

Feel free to get the executeables from my blog and help me to improve the program.

Future Development

My plan is to have a stable and cross-platform working Linux executeable some day (Appimage), integrate more accounts / enventually with account access via API and have some more languages supported (including babel language handling instead of dictionaries). The newly supported xml import function uses a mapping table, which also needs further development to sort all "domain and family codes" into the right transaction types. If you wish to help me, let me know. Any help and more ideas are highly appreciated!

I'm collecting account raw data csv-files for integration in future releases via mail. Please delete all your personal information (account number, transactions except one fake transaction, etc) with a texteditor (DO NOT use MS-Excel/Librecalc as it changes the csv layout) before sending a csv. You can also integrate your account information manually by adding the csv specifications into the "account_ident.py" file.

Some Screenshots

GUI

Charts

Dashboard