Transaction Analyzer 📊

Analyze your bank transactions and get beautiful visualizations of your spending patterns. Groups similar merchants together, categorizes spending, and shows your financial flows.

Features 🚀

• Merchant name normalization (e.g., "WAL-MART", "WALMART.COM" → "WALMART")
• Spending category detection
• Interactive spending flow diagram
• Monthly/yearly averages
• Beautiful HTML reports
• Smart handling of transfers and Zelle payments

Quick Start 🏃‍♂️

# Basic usage - outputs text report
python script.py transactions.csv

# Generate HTML report
python script.py transactions.csv --format html --output report.html

Input Format 📝

Your CSV should have these columns:

• Date
• Amount (positive for deposits, negative for spending)
• Description (merchant name/transaction description)

Example:

Date,Amount,Description
2024-01-01,-50.25,WALMART.COM
2024-01-02,-12.99,NETFLIX
2024-01-03,1000.00,PAYCHECK DEPOSIT

Customization 🛠️

Add new merchant categories in categories.py:

TRANSACTION_CATEGORIES = {
    'Entertainment': ['NETFLIX', 'HULU', 'SPOTIFY'],
    'Shopping': ['WALMART', 'TARGET', 'AMAZON'],
    # Add your categories...
}

Requirements 📦

pip install pandas numpy thefuzz tqdm

Output Examples 🎨

Text mode shows:

• Top merchants by spending
• Total money flows
• Monthly/yearly averages

HTML mode adds:

• Interactive category flow diagram
• Color-coded spending visualization
• Tooltips showing category keywords
• Responsive design for mobile viewing

License 📄

MIT License. Use it however you want!