Budget Sweep

Input: csv export from Money Dashboard

Output: For transactions provided Prints Overall Incoming Overall Outgoing Overall Net

Monthly net per category
Monthly mean per category

Categories Bills Food & drink Experiences General Gift Giving Groceries Holidays Household Income Personal care Pub Savings Shopping Transfers Transport Unusual Work Lunches Work travel

Input data format

Headers

Account Date - DD/MM/YYYY Original Date - DD/MM/YYYY Description Original Description Amount Currency Category Budget

Structure

Headers Blank Row Data

To Do

• Add plots to accompany tables
• Add flexibility to categories included
• Config document to easier control tables and plots
• Incorporate budgeted vs. unbudgeted in plots and summaries
• Option to treat months separately across years or together
• Choose summary breakdown frequency (Week, Month, Quarter, Year)