Bank Statement Categorizer (Python): Bank CSV to Monthly Spending-by-Category Report, Offline

Details

Budget apps want your bank login. This doesn't: download your statement as CSV, run one command, and see what you spent on groceries, eating out and subscriptions each month. Teach it your own categories in a simple rules file.

What's inside

• bankcat.py (single file, standard library only)
• rules.csv with 80 starter keyword rules
• Handles comma/semicolon/tab, Debit/Credit columns, decimal commas, day- or month-first dates, header preambles
• Outputs: transactions.csv, summary.csv, report.html, uncategorised.csv
• Sample bank export
• Self-test with 18 checks
• 5-page PDF guide

Good to know

• Python 3.8+ (free). Works offline.
• Self-test passes on Linux with Python 3; standard library only. Windows/macOS steps are in the guide but were not tested by me.
• Bank export formats vary; if a file is skipped, rename its columns to Date, Description, Amount. Not financial advice.

Format & delivery

• One ZIP file containing:
• Bank-Categorizer-Guide.pdf
• bankcat.py
• examples/sample-bank-export.csv
• rules.csv
• tests/run_tests.py
• README.txt
• Instant digital download after checkout. You also get the link by email.

Licence: personal use. Please don't resell or share the files.

Questions? joakimberg1990@gmail.com