get_category_transactions.ipynb

{
 "cells": [
  {
   "cell_type": "markdown",
   "metadata": {},
   "source": [
    "# Get Category Transactions\n",
    "This notebook provides a scratch area to dump the transactions for a provided year and spending group.\n",
    "\n",
    "As input it uses the PATH_TO_SPENDING_DATA csv file that is created by the extract_spending_and_income.py file\n",
    "\n",
    "The output of the predict_future_spending.py program includes a table of spending by category year over year with color coding that highlights when a particular years spending deviates from the average or the previous year\n",
    "\n",
    "This notebook can be useful to do a deep dive into the individual transactions to try to understand the reason for the deviation and possibly catch mis-categorized transaction data"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 101,
   "metadata": {},
   "outputs": [],
   "source": [
    "# Set the Year and Spending Group of Interest\n",
    "YEAR = 2022\n",
    "SPENDING_GROUP = \"Health Care\"\n",
    "\n",
    "# This probably doesn't need to change\n",
    "year_col = f'{YEAR} Amount'\n",
    "COLUMNS_OF_INTEREST = ['Description', year_col, 'Category']"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 102,
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "Reading spending transaction data from spending.csv\n"
     ]
    }
   ],
   "source": [
    "import pandas as pd\n",
    "# Import shared configuration file\n",
    "import expenses_config as ec\n",
    "import visualization_methods as vms\n",
    "\n",
    "# Set option to display all rows\n",
    "pd.set_option('display.max_rows', None)\n",
    "pd.set_option('display.width', 200)\n",
    "\n",
    "# Create a dataframe from the csv with all the spending transactions\n",
    "df = vms.read_structured_transactions(\n",
    "    ec.PATH_TO_SPENDING_DATA,\n",
    "    ec.PATH_TO_YOUR_TRANSACTIONS,\n",
    "    \"Date\",\n",
    "    \"spending transaction data\",\n",
    ")\n",
    "#df.head()"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 103,
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "                                                          Description  Amount                Category\n",
      "Date                                                                                                 \n",
      "2022-01-02                                        Amazon - Covid Test   24.99                  Doctor\n",
      "2022-01-03                                                        CVS    7.54                Pharmacy\n",
      "2022-01-05                                                        CVS    5.12                Pharmacy\n",
      "2022-01-05                                                        CVS   13.77                Pharmacy\n",
      "2022-01-10                Patelco Check 1407 - Sam Gialanella Dentist  196.00                 Dentist\n",
      "2022-01-10                         KARNER PSYCHOLOGICALGUILDERLAND NY   35.00                  Doctor\n",
      "2022-01-10                                 Amazon - Nose Hair Trimmer   10.79                Pharmacy\n",
      "2022-01-11                                        Amazon - Covid Test   17.98                Pharmacy\n",
      "2022-01-11                          Dental reimbursement from MetLife -167.00                 Dentist\n",
      "2022-01-17                             PATRICK NEWMAN CLIFTON PARK NY   25.00                  Doctor\n",
      "2022-01-19                                                        CVS    6.47                Pharmacy\n",
      "2022-01-19                         KARNER PSYCHOLOGICALGUILDERLAND NY   35.00                  Doctor\n",
      "2022-01-21                                                        CVS   37.59                Pharmacy\n",
      "2022-01-24                           Patelco # 1408 - Dr Baler Willow   39.65                  Doctor\n",
      "2022-01-26  Patelco Check # 1409 - Sam XRay Community Care Physicians   71.00                  Doctor\n",
      "2022-02-01                         KARNER PSYCHOLOGICALGUILDERLAND NY   35.00                  Doctor\n",
      "2022-02-01                            Patelco # 1410 - Sam Eye Doctor   35.00                 Eyecare\n",
      "2022-02-02                          Flex Benefits Dental Rembursement -180.00                 Dentist\n",
      "2022-02-07                                                        CVS   30.35                Pharmacy\n",
      "2022-02-08                                        Glaucoma Service PC   70.00                  Doctor\n",
      "2022-02-18                 PATRICK NEWMAN      CLIFTON PARK        NY   25.00                  Doctor\n",
      "2022-02-21                             PATRICK NEWMAN CLIFTON PARK NY   25.00                  Doctor\n",
      "2022-02-22              VENMO - Diane Simpson - Willow Cranial Sacral  120.00                  Doctor\n",
      "2022-02-22                Sefcue # 1018 - Four Windows WIllow Therapy   35.00                  Doctor\n",
      "2022-02-24                 Mobile Deposit Patelco CU CAUS CU SERVICES   -7.33                 Dentist\n",
      "2022-03-02                      KARNER PSYCHOLOGICAL - Willow THerapy   35.00                  Doctor\n",
      "2022-03-08                    Sefcu Check # 790 - Dr. Hume Sam's Foot   50.10                  Doctor\n",
      "2022-03-10                                                        CVS   32.18                Pharmacy\n",
      "2022-03-10                       Quest Diagnostics - JP Physical Labs   35.00                  Doctor\n",
      "2022-03-14                           Sefcu Check # 1032 - Dr G Willow  196.00                 Dentist\n",
      "2022-03-15                                                        CVS   12.43                Pharmacy\n",
      "2022-03-15                 KARNER PSYCHOLOGICALGUILDERLAND         NY   35.00                  Doctor\n",
      "2022-03-20                 Mobile Deposit Patelco CU CAUS CU SERVICES -458.47                 Dentist\n",
      "2022-03-21                 Mobile Deposit Patelco CU CAUS CU SERVICES -167.00                 Dentist\n",
      "2022-03-22                       GAETANO GIALANELLAALBANY, NY #...900  283.00                 Dentist\n",
      "2022-03-25                    Transfer to Venmo 0 Willow CranioSacral  120.00                  Doctor\n",
      "2022-03-26                                                        CVS   56.12                Pharmacy\n",
      "2022-03-28                 KARNER PSYCHOLOGICALGUILDERLAND         NY   35.00                  Doctor\n",
      "2022-03-29                 Mobile Deposit Patelco CU CAUS CU SERVICES -242.00                 Dentist\n",
      "2022-03-31                                     Gaetano Gialanella DDS  313.00                 Dentist\n",
      "2022-04-02                                                        CVS   14.88                Pharmacy\n",
      "2022-04-05                 QUEST DIAGNOSTICS   NORRISTOWN          PA   35.00                  Doctor\n",
      "2022-04-07                       Sefcu Check # 1035 - Dr Baler Willow   39.65                  Doctor\n",
      "2022-04-07                       MetLife reimbursement for JP Dentist -232.00                 Dentist\n",
      "2022-04-11                                                        CVS   34.24                Pharmacy\n",
      "2022-04-11                                                        CVS    6.13                Pharmacy\n",
      "2022-04-15                            PATRICK NEWMAN  JP Chiropractor   25.00                  Doctor\n",
      "2022-04-25             Sefcu Check # 1037 - Four Winds Willow Therapy   35.00                  Doctor\n",
      "2022-04-25                                                        CVS   74.31                Pharmacy\n",
      "2022-04-26                       Amazon - copper feet for Momma's day   21.95                Pharmacy\n",
      "2022-04-27                       Sefcu Check # 1038 - Dr Baler Willow   39.65                  Doctor\n",
      "2022-04-27                 VENMO - Diane Simpson Willow Cranial Sacro  120.00                  Doctor\n",
      "2022-04-28                                                        CVS   24.83                Pharmacy\n",
      "2022-04-29                                                        CVS    5.71                Pharmacy\n",
      "2022-05-05                                                        CVS   12.47                Pharmacy\n",
      "2022-05-05                              TRINITY HEALTH Willow Therapy   35.00                  Doctor\n",
      "2022-05-06                                                        CVS   10.57                Pharmacy\n",
      "2022-05-09                          Check # 1040 - Dr Sheehan, Sam GI   70.00                  Doctor\n",
      "2022-05-11                                                        CVS   11.63                Pharmacy\n",
      "2022-05-11                                                  Walgreens    9.11                Pharmacy\n",
      "2022-05-13                        Hpa Livewell Hpa - Willow Therapist   70.00                  Doctor\n",
      "2022-05-16                      NEW YORK CHILD PSYCHIA 518-8551984 NY   35.00                  Doctor\n",
      "2022-05-18                                                        CVS   46.51                Pharmacy\n",
      "2022-06-02                                                  Walgreens   26.98                Pharmacy\n",
      "2022-06-02                                                  Walgreens   20.19                Pharmacy\n",
      "2022-06-02                                                  Walgreens   26.21                Pharmacy\n",
      "2022-06-04                                                        CVS   24.28                Pharmacy\n",
      "2022-06-04                                                        CVS    2.77                Pharmacy\n",
      "2022-06-04                                                        CVS    7.55                Pharmacy\n",
      "2022-06-04                   CVS/PHARMACY #00413      ALBANY       NY  -17.81                Pharmacy\n",
      "2022-06-10                                                        CVS   15.49                Pharmacy\n",
      "2022-06-10                               PATRICK NEWMAN  Chiropractor   25.00                  Doctor\n",
      "2022-06-11                                                        CVS   24.08                Pharmacy\n",
      "2022-06-11                                                        CVS   12.19                Pharmacy\n",
      "2022-06-15                              St Peters Pharmacy for Granny   20.00                Pharmacy\n",
      "2022-06-16                                  ALVARADO ORTHOPEDIC MEDIC   22.00                  Doctor\n",
      "2022-06-17                              Hpa Livewell - Willow Therapy  105.00                  Doctor\n",
      "2022-06-18                                                  Walgreens   22.70                Pharmacy\n",
      "2022-06-18                                                  Walgreens    1.90                Pharmacy\n",
      "2022-06-18                                                  Walgreens    2.07                Pharmacy\n",
      "2022-06-23                                                        CVS    1.07                Pharmacy\n",
      "2022-06-24                                                  Walgreens   38.53                Pharmacy\n",
      "2022-07-06                                                    Sam MRI  633.77                  Doctor\n",
      "2022-07-09                                                        CVS   36.52                Pharmacy\n",
      "2022-07-11                        Sefcu Check #1049 - Dr Baler Willow   39.65                  Doctor\n",
      "2022-07-13                   NEW YORK CHILD PSYCHIATRY518-8551984  NY   93.75                  Doctor\n",
      "2022-07-15                             Sefcu Check # 1050 - Sam Dr. G  371.00                 Dentist\n",
      "2022-07-16                   RITE AID 10691           ALBANY       NY    2.20                Pharmacy\n",
      "2022-07-16                   RITE AID 10691           ALBANY       NY   14.49                Pharmacy\n",
      "2022-07-24                                                        CVS    9.84                Pharmacy\n",
      "2022-07-25          Mobile Deposit Patelco - Sam Dental Reimbursment? -365.00                 Dentist\n",
      "2022-07-26                                Becca Counseling for Willow   75.00                  Doctor\n",
      "2022-07-27                                                        CVS   17.66                Pharmacy\n",
      "2022-07-27                                     CVS - Sam Prescription  100.00                Pharmacy\n",
      "2022-07-29                                   JOSEPH S BALER  - Willow   39.65                  Doctor\n",
      "2022-07-29                          PATRICK NEWMAN    Chriopractor JP   49.65                  Doctor\n",
      "2022-08-01                         Amazon - fold up glasses for Daddy   25.91                 Eyecare\n",
      "2022-08-08                                                        CVS   60.80                Pharmacy\n",
      "2022-08-08                   ANDREW HUNE DPM PLLC     ALBANY       NY   25.00                  Doctor\n",
      "2022-08-09                   SQ *EVERETT FORMAN,      LATHAM       NY  110.00                  Doctor\n",
      "2022-08-10                 PATRICK NEWMAN      CLIFTON PARK        NY   49.65                  Doctor\n",
      "2022-08-12                                                        CVS    8.92                Pharmacy\n",
      "2022-08-12                                                        CVS   16.34                Pharmacy\n",
      "2022-08-24                                                        CVS  108.61                Pharmacy\n",
      "2022-08-25                   NEW YORK CHILD PSYCHIATRY518-8551984  NY   25.00                  Doctor\n",
      "2022-08-25                   NEW YORK CHILD PSYCHIATRY518-8551984  NY   25.00                  Doctor\n",
      "2022-08-26                                                        CVS    3.73                Pharmacy\n",
      "2022-08-26                             PATRICK NEWMAN  - Chriopractor   49.65                  Doctor\n",
      "2022-08-29                                                        CVS   21.31                Pharmacy\n",
      "2022-08-29                                                        CVS   21.31                Pharmacy\n",
      "2022-08-31                       Patelco # 1425 - Willow Vax Dr Visit  128.98                  Doctor\n",
      "2022-08-31                                                  Walgreens   13.49                Pharmacy\n",
      "2022-09-01                        EMPIRE VisionWorks - Willow Glasses   95.00                 Eyecare\n",
      "2022-09-01                          Vision Works - Glasses for Willow   95.00                 Eyecare\n",
      "2022-09-02                                                        CVS   21.89                Pharmacy\n",
      "2022-09-06                                                        CVS   33.13                Pharmacy\n",
      "2022-09-06                                                        CVS   33.13                Pharmacy\n",
      "2022-09-07                                        Dr  BALER  - Willow   80.91                  Doctor\n",
      "2022-09-09                                                        CVS    4.88                Pharmacy\n",
      "2022-09-13                                           Hpa Livewell Hpa   22.96                  Doctor\n",
      "2022-09-18                                                        CVS   37.86                Pharmacy\n",
      "2022-09-18                                                        CVS  100.00                Pharmacy\n",
      "2022-09-20                                    ALbany Enterology - Sam  128.98                  Doctor\n",
      "2022-09-23                              PATRICK NEWMAN - Chiropracter   49.65                  Doctor\n",
      "2022-09-24                                                  Walgreens   23.35                Pharmacy\n",
      "2022-09-29                                                        CVS   33.18                Pharmacy\n",
      "2022-10-04                              Wal-Mart - robitussen for Don    7.26                Pharmacy\n",
      "2022-10-05                              ACH DEPOSIT: HEALTHEQUITY INC -129.89                  Doctor\n",
      "2022-10-05                              ACH DEPOSIT: HEALTHEQUITY INC -401.24                  Doctor\n",
      "2022-10-05                              ACH DEPOSIT: HEALTHEQUITY INC -257.96                  Doctor\n",
      "2022-10-06                   JOSEPH S BALER MD        518-446-0172 NY  150.91                  Doctor\n",
      "2022-10-12                   PHR*AlbanyGIConsultants  518-4384483  NY   89.11                  Doctor\n",
      "2022-10-14                                                        CVS    8.72                Pharmacy\n",
      "2022-10-18                                           Hpa Livewell Hpa   48.98                  Doctor\n",
      "2022-10-20                                                        CVS   16.34                Pharmacy\n",
      "2022-10-21                                                        CVS  133.07                Pharmacy\n",
      "2022-10-21                                                        CVS   10.93                Pharmacy\n",
      "2022-10-28                                                        CVS   21.89                Pharmacy\n",
      "2022-10-28                             PATRICK NEWMAN  - Chriopractor   49.65                  Doctor\n",
      "2022-11-01                                                  Walgreens   15.80                Pharmacy\n",
      "2022-11-07                                                        CVS  140.00                Pharmacy\n",
      "2022-11-10                    DEPOSIT: HEALTHEQUITY HSA Reimbursement -510.63                  Doctor\n",
      "2022-11-10                                                        CVS    6.79                Pharmacy\n",
      "2022-11-15                   BAYSTATE REFERENCE LABS  4137940000   MA  232.40                  Doctor\n",
      "2022-11-17                   DANA SALGADO OD PC       ALBANY       NY  103.50                 Eyecare\n",
      "2022-11-18                                   PATRICK NEWMAN   - chiro   49.65                  Doctor\n",
      "2022-11-22                                                        CVS   24.49                Pharmacy\n",
      "2022-11-22                                                        CVS   33.55                Pharmacy\n",
      "2022-11-24                   GAETANO GIALANELLA DDS P ALBANY       NY  568.00                 Dentist\n",
      "2022-12-05                Mobile Deposit Willow Dentist Reimbursement -364.00                 Dentist\n",
      "2022-12-08                                                        CVS   36.22                Pharmacy\n",
      "2022-12-08                               Dentist for JP reimbursement -190.00                 Dentist\n",
      "2022-12-13                                                  Walgreens   75.91                Pharmacy\n",
      "2022-12-15                                                        CVS   40.21                Pharmacy\n",
      "2022-12-15                             PATRICK NEWMAN  - Chiropractor   49.65                  Doctor\n",
      "2022-12-16                                                        CVS   44.35                Pharmacy\n",
      "2022-12-17                                                        CVS  100.00                Pharmacy\n",
      "2022-12-18                                                  Walgreens    1.57                Pharmacy\n",
      "2022-12-19                         NEW YORK CHILD PSYCHIATRY - Willow  111.30           Mental Health\n",
      "2022-12-19                                                  Walgreens   85.97                Pharmacy\n",
      "2022-12-19                   TRINITY HEALTH CORP-ECOM 800-494-5797 MI  182.24                  Doctor\n",
      "2022-12-22                                       OSEPH S BALER  - Sam  128.98                  Doctor\n",
      "2022-12-22                                                        CVS   62.14                Pharmacy\n",
      "2022-12-22                                                        CVS    7.19                Pharmacy\n",
      "2022-12-28                 VENMO - Diane Simpson Willow Cranial Sacro  120.00  Alternative Healthcare\n",
      "There were 165 transactions for Total spending on Health Care for 2022: 5281.97\n"
     ]
    }
   ],
   "source": [
    "# Narrow transactions  down to just the year and category of interest\n",
    "filtered_df = df[(df['Spending Group'] == SPENDING_GROUP) & (df[year_col].notna())]\n",
    "\n",
    "# Keep only the useful columns\n",
    "filtered_df = filtered_df[COLUMNS_OF_INTEREST]\n",
    "filtered_df = filtered_df.rename(columns={'Transaction Type': 'Type', year_col: 'Amount'}).sort_index()\n",
    "print(filtered_df)\n",
    "print(f'There were {len(filtered_df)} transactions for '\n",
    "      f'Total spending on {SPENDING_GROUP} for {YEAR}: {filtered_df.Amount.sum():.2f}')"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 104,
   "metadata": {},
   "outputs": [],
   "source": [
    "# Set the 2nd Year of Interest\n",
    "YEAR = 2023\n",
    "\n",
    "# This probably doesn't need to change\n",
    "year_col = f'{YEAR} Amount'\n",
    "COLUMNS_OF_INTEREST = ['Description', year_col, 'Category']\n"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 105,
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "                                                     Description  Amount                Category\n",
      "Date                                                                                            \n",
      "2023-01-04                                                   CVS    3.88                Pharmacy\n",
      "2023-01-05                                                   CVS   13.26                Pharmacy\n",
      "2023-01-08                                                   CVS   16.22                Pharmacy\n",
      "2023-01-16            PATRICK NEWMAN      CLIFTON PARK        NY   49.65  Alternative Healthcare\n",
      "2023-01-17                      Check # 1020 - Willow Podiatrist  117.29                  Doctor\n",
      "2023-01-19                      GAETANO GIALANELLA DDS ALBANY NY  212.00                 Dentist\n",
      "2023-01-20                                                   CVS  100.00                Pharmacy\n",
      "2023-01-21                                                   CVS   15.40                Pharmacy\n",
      "2023-01-23                     Sefcu Check # 933 - Sam Dr. Baler   80.91                  Doctor\n",
      "2023-01-30              Mobile Deposit  Sam Dental Reimbursement -190.00                 Dentist\n",
      "2023-01-31                           ACH DEBIT: BETHLEHEM PODIAT  209.06                  Doctor\n",
      "2023-02-02                                        RITE AID 10691   44.95                Pharmacy\n",
      "2023-02-03                              RITE AID 10691 ALBANY NY   10.96                Pharmacy\n",
      "2023-02-05                                        RITE AID 10691   58.39                Pharmacy\n",
      "2023-02-06           Mobile Deposit Patelco Dental Reimbursement -120.30                 Dentist\n",
      "2023-02-08                              GAETANO GIALANELLA DDS P  247.00                 Dentist\n",
      "2023-02-09                                                   CVS   37.25                Pharmacy\n",
      "2023-02-09                                                   CVS   21.03                Pharmacy\n",
      "2023-02-13                          PATRICK NEWMAN  Chiropractor   49.65  Alternative Healthcare\n",
      "2023-02-16                                                   CVS   15.50                Pharmacy\n",
      "2023-02-17                           ACH DEBIT: BETHLEHEM PODIAT  117.29                  Doctor\n",
      "2023-02-20                                             Walgreens   12.97                Pharmacy\n",
      "2023-02-20                                             Walgreens   29.38                Pharmacy\n",
      "2023-02-22              NEW YORK CHILD PSYCHIATRY518-8551984  NY  283.31           Mental Health\n",
      "2023-02-24                   Dr BALER Willow via Patelco Billpay   80.91                  Doctor\n",
      "2023-02-24                      Dr BALER Sam via Patelco Billpay  128.98                  Doctor\n",
      "2023-02-26                                                   CVS  100.00                Pharmacy\n",
      "2023-03-01                           ACH DEBIT: GLAUCOMA SERVICE  321.02                  Doctor\n",
      "2023-03-03                                        RITE AID 10691   58.55                Pharmacy\n",
      "2023-03-08            VENMO - Diane Simpson Willow Cranial Sacro  120.00  Alternative Healthcare\n",
      "2023-03-09              GREAT OAK ORAL SURGERY DEALBANY       NY  105.00                 Dentist\n",
      "2023-03-09              RITE AID 10691           ALBANY       NY   24.23                Pharmacy\n",
      "2023-03-21                          PATRICK NEWMAN  Chiropractor   49.65           Mental Health\n",
      "2023-03-25                                             Walgreens   10.61                Pharmacy\n",
      "2023-03-25                                             Walgreens   13.18                Pharmacy\n",
      "2023-03-29            RITE AID XXXXX 1069 ALBANY              NY   68.38                Pharmacy\n",
      "2023-03-29            RITE AID XXXXX 1069 ALBANY              NY   10.68                Pharmacy\n",
      "2023-03-30                                                   CVS  123.49                Pharmacy\n",
      "2023-04-03                                             Walgreens    0.44                Pharmacy\n",
      "2023-04-06                                             Walgreens    3.99                Pharmacy\n",
      "2023-04-23                            CAPITAL REGION ORTHO - Sam   25.00                  Doctor\n",
      "2023-04-25                        PATRICK NEWMAN CLIFTON PARK NY   49.65  Alternative Healthcare\n",
      "2023-05-02                              RITE AID 10691 ALBANY NY    0.60                Pharmacy\n",
      "2023-05-05  Sefcu Check # 1024 - Elizabeth McGuinn Therapist Sam  100.97           Mental Health\n",
      "2023-05-08                             RITE AID - Estrogen patch   60.94                Pharmacy\n",
      "2023-05-08                         RITE AID XXXXX 1069 ALBANY NY   49.28                Pharmacy\n",
      "2023-05-10            VENMO - Diane Simpson Willow Cranial Sacro  130.00  Alternative Healthcare\n",
      "2023-05-11              RITE AID 10691           ALBANY       NY   36.46                Pharmacy\n",
      "2023-05-11                        AMC EMURGENT CARE - Sam Finger  373.91                  Doctor\n",
      "2023-05-12                     Sefcu Check 936 - Dr Baler Willow   80.91                  Doctor\n",
      "2023-05-14                                 CVS cards and sudafed   30.58                Pharmacy\n",
      "2023-05-16                                 Walgreens - sunscreen   18.99                Pharmacy\n",
      "2023-05-16                                   Walgreens - sudafed    5.79                Pharmacy\n",
      "2023-05-16                    PATRICK NEWMAN Jp and Willow Chiro   99.30  Alternative Healthcare\n",
      "2023-05-17                                                   CVS   16.49                Pharmacy\n",
      "2023-05-19              PAYPAL *DOCONDEMAND      402-935-7733 CA   49.49           Mental Health\n",
      "2023-05-27                     PAYPAL *DOCONDEMAND 8009976196 MN   49.49           Mental Health\n",
      "2023-06-11               FARM MASONI DR. CERBAI - Lucca pharmacy   13.10                Pharmacy\n",
      "2023-06-12           FARM MASONI DR. CERBAI  - estrogen in italy   65.05                Pharmacy\n",
      "2023-06-14                                      PUBLICISDRUGSTOR    2.17                Pharmacy\n",
      "2023-06-16              NEW YORK CHILD PSYCHIA   518-8551984  NY  182.00           Mental Health\n",
      "2023-06-16              NEW YORK CHILD PSYCHIA   SARATOGA SPRINY  182.24           Mental Health\n",
      "2023-06-21                 CDPHP, INC.    Susan Health Insurance   45.40        Health Insurance\n",
      "2023-06-23                            Sefcu#1029 Dr Baler Willow   25.00                  Doctor\n",
      "2023-06-28                                             Walgreens   20.99                Pharmacy\n",
      "2023-07-01                        RITE AID 01778 TINTON FALLS NJ   47.55                Pharmacy\n",
      "2023-07-03                         RITE AID XXXXX 1069 ALBANY NY    0.90                Pharmacy\n",
      "2023-07-03                   AplPay RITE AID 0177TINTON FALLS NJ   22.46                Pharmacy\n",
      "2023-07-04                              Amazon - Willow Vitamins   22.22                Pharmacy\n",
      "2023-07-04                                             Walgreens   35.61                Pharmacy\n",
      "2023-07-06            VENMO - Diane Simpson Willow Cranial Sacro  130.00                  Doctor\n",
      "2023-07-06                                                   CVS   36.04                Pharmacy\n",
      "2023-07-08                        RITE AID 01778 TINTON FALLS NJ   36.97                Pharmacy\n",
      "2023-07-12                               GIALANELLA Zeb cavities  494.00                 Dentist\n",
      "2023-07-13                        Patelco # 1461 - Sam Therapist  404.00           Mental Health\n",
      "2023-07-17                                GIALANELLA JP & Willow  646.00                 Dentist\n",
      "2023-07-27                          Deposit Dental Reimbursement -314.00                 Dentist\n",
      "2023-07-27                          Deposit Dental Reimbursement -280.00                 Dentist\n",
      "2023-07-30                              RITE AID 10691 ALBANY NY   26.97                Pharmacy\n",
      "2023-07-31                          Patelco # 1462 - Sam Therapy  204.00           Mental Health\n",
      "2023-08-01                                  Wal-Mart - Zeb stuff   46.93                Pharmacy\n",
      "2023-08-02                 VENMO - Zeb repay water and sunscreen  -48.00                Pharmacy\n",
      "2023-08-14                   AplPay RITE AID 0177TINTON FALLS NJ   26.23                Pharmacy\n",
      "2023-08-20                                        RITE AID 10691    5.07                Pharmacy\n",
      "2023-08-22                              RITE AID 10691 ALBANY NY   38.00                Pharmacy\n",
      "2023-08-23                      GAETANO GIALANELLA DDS ALBANY NY  306.00                 Dentist\n",
      "2023-08-25            VENMO - Diane Simpson Willow Cranial Sacro  130.00  Alternative Healthcare\n",
      "2023-08-30                                     Amazon - benedryl    4.05                Pharmacy\n",
      "2023-08-30                                        RITE AID X0691   26.63                Pharmacy\n",
      "2023-08-30                                  Amazon - itch releif    4.64                Pharmacy\n",
      "2023-09-01              RITE AID 10691           ALBANY       NY    9.02                Pharmacy\n",
      "2023-09-02               Patelco Credit Sam Dental Reimubrsement -280.00                 Dentist\n",
      "2023-09-06                               JOSEPH S BALER - Willow   84.19                  Doctor\n",
      "2023-09-12                                 Check for Sam Therapy  210.88           Mental Health\n",
      "2023-09-12                                             Walgreens   20.08                Pharmacy\n",
      "2023-09-12                                             Walgreens    7.16                Pharmacy\n",
      "2023-09-13                           Patelco #1464 - Sam Therapy  210.88           Mental Health\n",
      "2023-09-18                                                   CVS   16.49                Pharmacy\n",
      "2023-09-26                         Sefcu #1053 - Human Resources  105.44           Mental Health\n",
      "2023-09-27           Patelco # 1465 - Human Resources Associates  110.88           Mental Health\n",
      "2023-09-27                                  Amazon - nail strips   20.82                Pharmacy\n",
      "2023-09-29                                                   CVS   17.79                Pharmacy\n",
      "2023-10-04                              RITE AID 10691 ALBANY NY   22.78                Pharmacy\n",
      "2023-10-05                  Amazon - Willow Immune Support stuff   27.05                Pharmacy\n",
      "2023-10-05                              RITE AID 10691 ALBANY NY   12.80                Pharmacy\n",
      "2023-10-06                                             Walgreens    0.90                Pharmacy\n",
      "2023-10-08                                 Amazon - Eyelid Spray   31.98                Pharmacy\n",
      "2023-10-09                              RITE AID 10691 ALBANY NY   55.44                Pharmacy\n",
      "2023-10-10                        VENMO - Jen Beckman Dispensary   25.00                Pharmacy\n",
      "2023-10-11                              RITE AID 10691 ALBANY NY   19.86                Pharmacy\n",
      "2023-10-17                        PATRICK NEWMAN XXX-XXX-5595 NY   50.69  Alternative Healthcare\n",
      "2023-10-18                          Patelco # 1468 - Sam Therapy  210.88           Mental Health\n",
      "2023-10-19                CVS - Tylenol and Tea Tree Oil with MJ   39.90                Pharmacy\n",
      "2023-10-30               RITE AID 10691     Valtrex and Bandaids   23.91                Pharmacy\n",
      "2023-11-01                          Patelco # 1470 - Sam Therapy  210.88           Mental Health\n",
      "2023-11-06              RITE AID 10691           ALBANY       NY   14.20                Pharmacy\n",
      "2023-11-06              RITE AID 10691           ALBANY       NY   21.47                Pharmacy\n",
      "2023-11-06              ALBANY EYE ASSOCIATES    ALBANY       NY  188.42                 Eyecare\n",
      "2023-11-19                              RITE AID 10691 ALBANY NY    8.89                Pharmacy\n",
      "2023-11-21                             Patelco # 1463 - Sam Eyes  188.42                  Doctor\n",
      "2023-12-01                           MRO - Willow health records    8.00                  Doctor\n",
      "2023-12-01                              RITE AID 10691 ALBANY NY   69.29                Pharmacy\n",
      "2023-12-06                       ALBANY EYE ASSOCIATES ALBANY NY  232.31                 Eyecare\n",
      "2023-12-06                      Sefcu Check # 1059 - Sam Therapy  210.88           Mental Health\n",
      "2023-12-07                                         Amazon - soap    8.63                Pharmacy\n",
      "2023-12-07                      SHARE DRAFT # 1471 - Sam Therapy  210.88           Mental Health\n",
      "2023-12-10                                   RITE AID JP Valtrex   14.42                Pharmacy\n",
      "2023-12-10                                RITE AID Sam Eye Drops  177.79                Pharmacy\n",
      "2023-12-11                                                   CVS   62.77                Pharmacy\n",
      "2023-12-14         DocOnDemand Willow Psychiatrist bill from May   13.47           Mental Health\n",
      "2023-12-15                                             Walgreens    0.90                Pharmacy\n",
      "2023-12-17                                             Walgreens    0.90                Pharmacy\n",
      "2023-12-18                              GAETANO GIALANELLA DDS P  252.00                 Dentist\n",
      "2023-12-19                              GAETANO GIALANELLA DDS P  252.00                 Dentist\n",
      "2023-12-21                            PATRICK NEWMAN JP & Willow  101.38  Alternative Healthcare\n",
      "2023-12-22                                Amazon - Cod Liver Oil   29.73                Pharmacy\n",
      "2023-12-24                                        RITE AID X0691   27.69                Pharmacy\n",
      "There were 137 transactions for Total spending on Health Care for 2023: 9780.37\n"
     ]
    }
   ],
   "source": [
    "# Narrow transactions  down to just the year and category of interest\n",
    "filtered_df = df[(df['Spending Group'] == SPENDING_GROUP) & (df[year_col].notna())]\n",
    "\n",
    "# Keep only the useful columns\n",
    "filtered_df = filtered_df[COLUMNS_OF_INTEREST]\n",
    "filtered_df = filtered_df.rename(columns={'Transaction Type': 'Type', year_col: 'Amount'}).sort_index()\n",
    "print(filtered_df)\n",
    "print(f'There were {len(filtered_df)} transactions for '\n",
    "      f'Total spending on {SPENDING_GROUP} for {YEAR}: {filtered_df.Amount.sum():.2f}')"
   ]
  }
 ],
 "metadata": {
  "kernelspec": {
   "display_name": "analyze-mint-transactions",
   "language": "python",
   "name": "python3"
  },
  "language_info": {
   "codemirror_mode": {
    "name": "ipython",
    "version": 3
   },
   "file_extension": ".py",
   "mimetype": "text/x-python",
   "name": "python",
   "nbconvert_exporter": "python",
   "pygments_lexer": "ipython3",
   "version": "3.9.12"
  }
 },
 "nbformat": 4,
 "nbformat_minor": 2
}