meredian-csv-to-denaro

This Python script serves as a tool for tracking financial transactions, allowing users to record income and expenses with detailed information. The script supports both manual entry and importing transactions from a CSV file.

Groups Definition

The financial transactions are categorized into five groups, each with its own percentage allocation:

1. School Savings (20%): Money saved for education.
2. Savings (15%): Money saved for large purchases.
3. Free Spend (40%): Money that can be freely spent.
4. Tithe (10%): Money allocated for donations.
5. Insurance (15%): Money set aside for insurance.

CSV File Format

Groups Information

GROUPID;GROUPNAME;GROUPDESCRIPTION
1, 5;School Savings;Money saved for education (20%)
2, 2;Savings;Money that is saved for large purchases (15%)
3, 1;Free Spend;Money that I can freely spend (40%)
4, 3;Tithe;Money to donate (10%)
5, 4;Insurance;Money set aside for insurance (15%)

Transaction Information

ID;M/D/YYYY;Name;Type;RepeatInterval;RepeatFrom;RepeatEndDate;Amount;RGBA;UseGroupColor;GroupID;GroupName;GroupDescription;GroupRGBA;Tags

Python Code Usage

1. Run the Script:

   • Execute the Python script by entering the file name when prompted.

2. Choose Option:

   • Select an option:
     • Option 1: Start from scratch and manually enter transaction details.
     • Option 2: Use a premade input line from an official Meredian website CSV exported file.

3. Transaction Entry:

   • Provide details such as the transaction date, name, type (income/expense), amount, and select the appropriate group.

4. Success Message:

   • Upon successful entry, a confirmation message will be displayed.

Note

• The script automatically calculates the transaction ID based on the last recorded transaction.
• Date format should be provided as Month/Day/Year (M/D/YYYY).
• Group information is predefined and corresponds to the five groups mentioned above.

Feel free to contribute to and customize this script based on your specific needs.