financial-categorizer

Process bank transaction CSV exports, auto-categorize transactions using configurable rules, manage transaction links, and generate analytical SQLite database views.

Quick Start

Run the CLI tool from your terminal pointing to your database path:

# 1. Add your main checking account
python cli.py --db ../data/finance.db add-account "Nordea Checking" --type tracked --ownership 1.0

# 2. Add hierarchical categories
python cli.py --db ../data/finance.db add-category "Food"
python cli.py --db ../data/finance.db add-category "Groceries" --parent 1