Account Statement Analytics - Project

With this application, you can scan your account statement file and analyze your expenses and incomes.

Initializing

In the root directory, you should have two files:

• AccountStatement.csv
  This file includes your bank's account statement as a CSV file. The file's first line should include, among other fields, the following words:

Amount;Title;

Or in finnish:

Määrä;Otsikko;

Here's example: EntryDate;Amount;Payer;Payee;Name;Title;ReferenceNumber;Currency;

• CategoryKeywords.csv
  This file includes categories and a list which contains keywords used to search for the titles of the account transactions.
  The first line is as follows:

Category:Keywords;

Here is what they mean:

Category: (title of category, e.g., "Restaurant")
Keywords: (list of transaction title keywords, e.g., [mcdonalds, pizzahut])

Features

The program offers the following features:

1. List Categories and Keywords: Displays all categories and associated keywords, derived from either user inputs or the CategoryKeywords.csv file.
2. Add Category: Allows adding a new category to the CategoryKeywordsRegistry.
3. Add Keyword: You can add a keyword to an existing category in the CategoryKeywordsRegistry. If the category does not exist, this function allows creating a new category.
4. Fetch All Categories: Fetches all transactions from the AccountStatement.csv file and associates them with the corresponding categories in the CategoryKeywordsRegistry.
5. Fetch Sum for a Single Category: Fetches and displays the sum for a selected category from the AccountStatement.csv file and associates it with the corresponding category in the CategoryKeywordsRegistry.
6. Save Category and List of Keywords to the File: Saves the categories and their keywords from the CategoryKeywordsRegistry to the CategoryKeywords.csv file.

Instructions

Select a function from the main menu by entering the desired function number and pressing Enter. You can reprint the menu at any time by pressing the Enter key without entering a number. The program execution ends by entering 0.