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finpack-0.2.3
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مشاهده بیشتر
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مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.
مشاهده بیشتر
تبلیغات ما
مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.
مشاهده بیشتر
تبلیغات ما
مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.
مشاهده بیشترتوضیحات
Super simple financial tracking.
| ویژگی | مقدار |
|---|---|
| سیستم عامل | - |
| نام فایل | finpack-0.2.3 |
| نام | finpack |
| نسخه کتابخانه | 0.2.3 |
| نگهدارنده | [] |
| ایمیل نگهدارنده | [] |
| نویسنده | rackreaver |
| ایمیل نویسنده | rackreaver@gmail.com |
| آدرس صفحه اصلی | https://github.com/RackReaver/FinPack |
| آدرس اینترنتی | https://pypi.org/project/finpack/ |
| مجوز | Apache-2.0 |
# Personal Finance Package (FinPack)
Super simple personal finance tracking.
Build balance sheets and cashflow statements.
Chart your net worth, asset allocation, financial independence trajectory and much more.
---
## Demo
## Table of Contents
- [Installation](#installation-for-development)
- [Running Tests and Checking Coverage](#running-tests-and-checking-coverage)
- [Deployment](#deployment)
- [How to Use](#how-to-use)
- [Generating the boilerplate data.csv](#generating-the-boilerplate-datacsv)
- [Manually adding data to data.csv](#manually-adding-data-to-datacsv)
- [Account Structure in data.csv](#account-structure-in-datacsv)
- [Example CSV](#example-csv)
- [Contributing](#contributing)
- [Versioning](#versioning)
- [Authors](#authors)
---
## Installation (for development)
These instructions will get you a copy of the project up and running on your local machine for development and testing purposes. See [deployment](#deployment) for notes on how to deploy the project on a live system.
1. Fork this repo
2. Install [Git](https://git-scm.com/downloads), [Python 3.9+](https://www.python.org/downloads/) and [Poetry](https://python-poetry.org/docs/#installation)
3. Clone the newly forked repo to your computer
4. Inside `FinPack/` run `poetry install`
## Running Tests and Checking Coverage
Tests are created using unittest but are run with pytest (ensure you follow the [Installation (for development)](#installation-for-development) steps before running tests and checking test coverage):
```
$ poetry run pytest -v --cov
```
## Deployment
This package can be installed with the following command:
```
pip install finpack
```
## How To Use
```
______ _ _____ _
| ____(_) | __ \ | |
| |__ _ _ __ | |__) |_ _ ___| | __
| __| | | '_ \| ___/ _` |/ __| |/ /
| | | | | | | | | (_| | (__| <
|_| |_|_| |_|_| \__,_|\___|_|\_\
Super simple personal finance tracking/management tools.
Commands:
init Generate boilerplate data.csv
balsheet Outputs balance sheet to terminal
Usage:
finpack init [--filepath=filepath] [--sample-dataset] [--overwrite]
finpack balsheet [--filepath=filepath] [--levels=level] [--date=date]
finpack (--version | --help | -h)
Options:
--filepath=filepath Location of the account list. [default: data.csv]
--levels=level How deep of a breakdown on the report [default: 3]
1 Categories
2 Categories + Sub-categories
3 Categories + Sub-categories + accounts
--overwrite Write over existing file
--date=date Custom date to build report (YYYY-MM-DD) [default: today]
-v --version Display installed version
-h --help Show available commands
```
### Generating the boilerplate data.csv:
The following will generate `data.csv`.
```
finpack init
or
finpack init --filepath=data.csv
```
### Manually adding data to `data.csv`:
Data can be added manually to this csv file as long as you follow these standards:
- Duplicate account names are only permitted if account types are different
- Account types are always lowercase
- Dates are always formatted `YYYY-MM-DD`
### Account Structure in `data.csv`:
| Types | Description |
| ------------ | ------------------------------------------------------------------- |
| account | Determined and configured by user (examples below) |
| type | Pre-determined values (assets, liabilities, incomes, expenses) |
| category | Determined and configured by user (examples below) |
| sub_category | Determined and configured by user (examples below) |
| description | Determined and configured by user, best for supplement account data |
### Example CSV:
This is an example print out of what `finpack init --sample-dataset` will output to `data.csv`
`YYYY-MM-DD` is set dynamically when using `finpack init` and will be the current date.
| account | type | category | sub_category | description | YYYY-MM-DD |
| -------------------------- | --------- | ------------------------- | ---------------- | ----------- | ---------- |
| Checking Account 1 | asset | Cash and Cash Equivalents | Checking Account | | 1000.00 |
| Checking Account 2 | asset | Cash and Cash Equivalents | Checking Account | | 2000.00 |
| Savings Account 1 | asset | Cash and Cash Equivalents | Savings Account | | 5000.00 |
| Retirement Savings Account | asset | Retirement Accounts | 401(k)s | | 20000.00 |
| 123 Main St. | asset | Property | Real Estate | | 200000.00 |
| 123 Main St. | liability | Loans and Mortgages | Mortgages | | 150000.00 |
| Student Loan 1 | liability | Loans and Mortgages | Student Loans | | 10000.00 |
| Student Loan 2 | liability | Loans and Mortgages | Student Loans | | 10000.00 |
## Contributing
Please read [CONTRIBUTE](CONTRIBUTE.md) for details on our code of conduct, and the process for submitting pull requests to us.
## Versioning
We use [SemVer](http://semver.org/) for versioning. For the versions available, see the [tags on this repository](https://github.com/RackReaver/FinPack/tags).
## Authors
- **Matt Ferreira** - _Developer_ - [RackReaver](https://github.com/RackReaver)
See also the list of [contributors](#) who participated in this project.
نیازمندی
| مقدار | نام |
|---|---|
| >=0.6.2,<0.7.0 | docopt |
زبان مورد نیاز
| مقدار | نام |
|---|---|
| >=3.9,<4.0 | Python |
نحوه نصب
نصب پکیج whl finpack-0.2.3:
pip install finpack-0.2.3.whl
نصب پکیج tar.gz finpack-0.2.3:
pip install finpack-0.2.3.tar.gz