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Home finance analysis

Goal: Create application which allows to plot graphs based on the incomes/expenses of the household with some forecasting for future incomes/expenses to provide user common understand of his finance state.

How to use

Right now all manipulations only available inside the code.

  • Just write down your incomes/expenses in excel sheets. Use ./data/template.xlsx as your boilerplate. The more you have data, the better for forecasting.
  • Load your data.
  • Choose time period as baseline for forecast.
  • Choose time period for graphs.
  • Use forecast methods.
  • Create graphs.

template.xlsx structure

Sheet names consists of {Month}_{year} for example: January_2024

template_structure

  1. Data header. SHOULD NOT be changed (used in the code as reference point).
  2. Savings header. SHOULD NOT be changed (used in the code as reference point).
  3. Incomes header. Could be changed (names and count of the columns).
  4. Expenses header. Could be changed (names and count of the columns).
    Headers for columns always should have 2-levels.

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Try to get some analysis from home finance report

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