sumanmaity112 / finanza

Utilise charts to analyse CSV financial transactions, such as bank transactions

Finanza

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Utilise charts to analyse CSV financial transactions, such as bank transactions. This uses browser history to communicate data between pages, but it doesn't exchange any information with third parties.

Features

• Utilise charts to visualise data
• Analyse the transactions categorised according to their description and date of transaction

Demo

This application can be accessed here.

CSV Format

The following format of CSV data is needed for this application:

• Transaction Date
  • required: true
  • format: dd-MM-yyyy
• Description
  • required: true
• Credit
  • required: false
  • default: ''
• Debit
  • required: false
  • default: ''
• Chq / Ref No
  • required: false

Sample Data

Transaction Date,Description,Credit,Debit,Chq / Ref No
21-08-2023,NEFT:Salary,"23,237.00","",NEFT-1234
25-08-2023,NEFT:Salary,"23,267.00","",NEFT-1235
28-08-2023,NEFT:Salary,"23,167.00","",NEFT-1236
21-08-2023,NEFT:Rent,"","3,724.33",NEFT-0986
22-08-2023,MB:Commission,245.00,"",KPG-0181
23-08-2023,NEFT:FD Interest,"12,480.00","",PP-0403
25-08-2023,RTGS:Loan,"","11,561.00",RTGSINW-00610
28-08-2023,MB:Miscellaneous,"88,736.00","",KK-979
28-08-2023,Cheque,"","15,427.37",CHQ-871
28-08-2023,MB:Miscellaneous,253.50,"",NEFT-123486
29-08-2023,MB:Purchase Stocks,"","108,245.11",NEFT-120834