ta: Bank Transaction Analyser

Currently only works for FNB csv files

Installation:

0. PHP setup sudo apt-get install sqlite3 libsqlite3-dev sudo apt-get install php5-sqlite

1. cd ~/somewhere

2. git clone git@github.com:rishadomar/ta.git

3. cd ta

4. md reports

5. cp example_categories.list categories.list

6. sqlite3 ta.db CREATE TABLE trans ( ID INTEGER PRIMARY KEY, trdate, description, amount, category , status, comment);

7. download your csv into some folder For FNB this is the route on their website:

• My Bank Accounts

• Select Account

• Click on Available balance

• Orange Menu + Search

• Custom

• Download in csv format

Then extract the csv file into a folder

8. Import your csv file. Duplicates are ignored ./ta import downloads/2014-01-23.csv

9. Generate a report ./ta report jan2014 >reports/jan2014.txt vim reports/jan2014.txt