better_budget.py

#this code is to take CSV credit and debit card statements to organize finances. 

import numpy as np
import pandas as pd
from matplotlib import pyplot as plt



def reading():
	temp = pd.read_csv('credit.csv', header=3)
	df = temp.loc[(temp["Category"] == 'DEBIT')]

	total = np.sum(df["Amount"])
	print('You have spent ${:.2f} this month.'.format(abs(total)))

	return df, abs(total)


def get_categories(dataframe, keywords):
	sub_dfs = {}
	for key in keywords:
		bool_mask = [any([k in d.lower() for k in keywords[key]]) for d in dataframe['Description'].tolist()]
		sub_dfs[key] = dataframe.loc[bool_mask]
	return sub_dfs


def compare_budget(dataframes, budget, total):
	total_spent=0
	for key in budget:
		spent = np.abs(sub_dfs[key]['Amount'].sum())
		saved = budget[key] - spent
		total_spent += abs(spent)
		if saved > 0:
			print('Of your {} budget, you have spent ${:.2f}, and saved ${:.2f}.'.format(key, spent, saved))
		else: 
			print('Oops! In your {} budget, you have spent ${:.2f}, which is ${:.2f} over budget.'.format(key, spent, abs(saved)))
	print('there is {} unaccounted for.'.format(total-total_spent))

def plot_budget(dataframes, budget_dict):
	cat_totals = {k: abs(v['Amount'].sum()) for k, v in dataframes.items()}
	cat_labels = [str(k) for k in dataframes]

	fig, ax = plt.subplots()
	plt.bar(cat_labels, [budget_dict[l] for l in cat_labels], alpha=0.6)
	plt.bar(cat_labels, [cat_totals[l] for l in cat_labels], alpha=0.6)
	plt.show()



keywords = {
	'fun': ['soc', 'puff', 'diner', 'beer'], 
	'food': ['tech', 'fresh'],
	'coffee': ['coffee', 'cafe', 'intelligentsia'],
	'travel': ['american'],
	'utilities': [],
	'rent': [],
	'misc':['spotify']
}

budget = {
	'fun': 200.,
	'food': 240.,
	'coffee': 50.,
	'travel':200.,
	'utilities': 150.,
	'rent': 900.,
	'misc': 50.
}



df, total = reading()
sub_dfs = get_categories(df, keywords)
compare_budget(sub_dfs, budget, total)
plot_budget(sub_dfs, budget)