Local Budget

Analyze bank/credit card CSV exports, categorize transactions, compare against budgets, and generate clean markdown reports for Obsidian.

Workflow Overview

1. Parse — run parse_csv.py to normalize raw CSVs into a unified JSON format
2. Categorize — run categorize.py to get LLM-ready JSON with suggested categories; review/adjust
3. Report — run report.py to generate a markdown spending report

All scripts live in scripts/. Budget config and sample data in assets/. See references/csv-formats.md for supported formats and references/categories.md for category customization.

Step 1: Parse CSV

python3 scripts/parse_csv.py <input.csv> [--format chase|boa|generic] [--output transactions.json]