budget-reports-shiny

Input data

Input file(s) must be in csv format and contain at least 4 columns

• date
  • ISO 8601 format, YYYY-MM-DD
• amount
  • negative number for expenses, positive number for income
• maincategory
  • annotation for main category
• subcategory
  • annotation for sub category

Place any/all input files together in a directory

Tip: Use reimbursement as maincategory for income that should instead reduce expenses.

Format input data

Run the helper script utils/prepare_data.R to process the input data for use in budget-reports-shiny app.

./utils/prepare_data.R input_directory

# help
positional arguments:
  input_dir           directory of input files

flags:
  -h, --help          show this help message and exit
  -w, -w              allowed to overwrite output file

optional arguments:
  -x, --opts          RDS file containing argument values
  -d, --date_col      column name for the date [default: date]
  -a, --amount_col    column name for the amount [default: amount]
  -m, --maincat_col   column name for the main category [default:
                      maincategory]
  -s, --subcat_col    column name for the sub category [default:
                      subcategory]
  -o, --output_fname  name of the output file in data_finished folder [default:
                      transactions_YYYY-MM-DD.csv]

To do

• Handle missing values
• Handle wrong format