UFCU (my bank) automatically places my withdrawals into categories that it displays when I look at my recent transactions, but it sometimes gets things wrong (it thinks that Austin Current is travel, for instance, rather than a local news publication.) Regardless, I want my own categories, and I also need to look at Paypal and FNBO (for my credit card), neither of which define the same categories as UFCU, so UFCU's categories are useless to me.
So now I have a tab-delimited file listing my expenses for the month, along with their dates and amounts, and I have a script that puts them into the categories that I want and tallies them, optionally for a specific date range, or, optionally, it can tally what I've spent at a specific place, rather than the category that I've placed it into.
Most of my transactions are through FNBO, and I can download them to a .csv, and I also have a function that takes the csv and converts it to the format that I want, so now I have a semi-automated process for keeping the file up to date in the future.
Anyway, I know that ynab exists for instance, and I have no idea how it compares to what I have, but I like my script.



Bri🥰
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