What's the Damage

This tool is designed to process CSV files and generate insightful reports. It relies on your bank's export functionality to save your historical data into CSV format.

Efforts were made to be able to customize the behavior and potentially work with any CSV format finance companies may produce.

It is published under GPL-3.0 license.

The problem it solves

My bank service provider gives me reports about my finances but they are not detailed enough, so I created my own.

Also my financial details are a private matter between myself and my chosen bank. To process my bank account exports, I need a solution that ensures only I have access to the data.

This application does not keep or sell any of your data. All uploaded content is removed as soon as the report is created.

Main Features

• Automated Categorization: Categorizes transactions into well-known accounting categories such as deposits and payments, as well as custom categories using regular expressions.
• Filtering: Filter transactions by start and end dates, or group them by month for a comprehensive overview of your finances.
• Detailed Reporting: Generate summarized reports that provide insights into your spending habits, grouped by transaction categories.
• CSV Export: Save your reports as CSV files for easy sharing and further analysis.
• Custom configuration: Use custom configuration to use your own regular expressions.

Resources

• For the source code and documentation visit the GitHub repository of whatsthedamage
• To read about how this tool was made, please visit the Introducing whatsthedamage to process your bank account exports blog post.