Bank and Credit Card transaction tracker.

An attempt to clone the Monarch/ Mint finance tracking dashboard, in a simpler TUI app.

Import data via bank .csv export

Usage

cargo build

Import transactions

Download a .csv from your bank

Then import:

cargo run -- import --source wells <file.csv>
cargo run -- import --source amex  <file.csv>

Categorizing

(optional) To avoid having to hand-categorize your first batch of transactions, I recommend that you seed your categories from a Monarch .csv export, or any other Plaid-based finance app that provides clean mappings from "rough merchant name" -> "Clean Category". Monarch Finance provides a 7-day free trial to do this.

cargo run -- seed-monarch <monarch_export.csv>

Re-apply rules to uncategorized rows

cargo run -- categorize

Categorize a single transaction by id (overwrites)

cargo run -- categorize-txn <id> "<category>"

Add a merchant rule (and apply it immediately)

cargo run -- rule add "<pattern>" "<category>"

Run TUI app

cargo run --bin tui
# or against a different DB:
cargo run --bin tui -- /path/to/other.db