csvthd 0.5.0b0

CSV Transaction History Detective

CSV Transaction History Detective

Getting started

1. Install csvthd
2. Create your config.json file (see config.json.template.md for a template)
3. See usage

Installation

pip install csvthd

Usage

Show help

csvthd --help

Filter

Transaction details

-i/--include

Only show transactions that include all of the specified strings in their details

• Case insensitive
• Multiple strings supported (each transaction's details must include all of the strings specified)

# only show transactions with details including the word "paypal"
csvthd -i paypal

# only show transactions with details including "paypal" and "steam"
csvthd -i paypal -i steam

-E/--exclude

Only show transactions that don't include any of the specified strings in their details

• Case insensitive
• Multiple strings supported (each transaction's details mustn't include any of the strings specified)

# only show transactions without details containing the word "paypal"
csvthd -E paypal

# only show transactions without details containing "paypal" or "chemist warehouse"
csvthd -E paypal -E "chemist warehouse"

# only show transactions with details containing "paypal", but not "steam"
csvthd -i paypal -E steam

Amount

-a/--amount

Only show transactions with amounts under/over/equal to a given value

• Multiple numbers supported (each transaction amount must satisfy all conditions specified)

# only show transactions over $20.00
csvthd -a over 20

# only show transactions under $10.00
csvthd -a under 10

# only show transactions between $20.00 to $30.00
csvthd -a over 20 -a under 30

# only show transactions of exactly $25.00
csvthd -a equal 25

Date

-d/--date

Only show transactions before/after/on a given date.

# only show transactions after 1 Jan 2022
csvthd -d after 01/01/2022

# only show transactions before 21 Feb 2022
csvthd -d before 21/02/2022

# only show transactions on 10 Apr 2022
csvthd -d on 10/04/2022

# only show transactions from 1 Jan 2022 - 1 Feb 2022
csvthd -d after 01/01/2022 -d before 01/02/2022

Type

-t/--transaction-type

Only show transactions where money is sent/received

# only show transactions where money is sent
csvthd -t out

# only show transactions where money is received
csvthd -t in

# only show transactions with details containing "paypal" where money received
csvthd -i paypal -t in

# get the sum of all money received with "paypal" in details but not "return"
csvthd -i paypal -t in -E return -S

Account Name

-A/--account-name

Only show transactions from account names that include the provided text.

# only show transactions where the account name includes "commbank"
csvthd -A commbank

# get the sum of all transactions where the account name includes "paypal"
csvthd -A paypal -S

Sorting

Sort by

-s/--sort-by

# list transactions from latest to oldest (default)
csvthd -s date

# list transactions from lowest to highest
csvthd -s amount

Reverse sorting order

-r/--reverse-sort

# list latest transactions first
csvthd

# list oldest transactions first
csvthd -r

# list smallest transactions first
csvthd -s amount

# list largest transactions first
csvthd -s amount -r

Reports

Sum amount

-S/--sum

Show the sum of the transaction amounts (after filtering)

# print the sum of all transactions
csvthd -S

# get the sum of transactions with "paypal" in their details
csvthd -S -i paypal

Development

Build

./development-scripts/build.sh

Links

• 📖  Documentation
• 🐍  Latest Release
• 🧰  Source Code
• 🐞  Issue Tracker
• 🐦 Twitter  @DrTexx
• 📨 Email  [e-mail]