Tracking Personal Finances using Python šŸ

Tracking Personal Finances using Python šŸ

Learn how to build a simple, privacy-aware, and developer-friendly workflow using Python to keep your personal finances in check.

Buy the eBook (ā‚¬12.99)

Tracking Personal Finances using Python - Learn how to track your money using open-source tools | Product Hunt

šŸ“– The Book

In this ebook, we'll work on building your personalized "multi-banking" application powered entirely using Python and a bunch of plain text files.

The Python ecosystem contains an excellent package called Beancount which provides the foundations for working with money. At its core, Beancount provides a collection of command line utilities to manage and perform different kinds of analysis on financial transactions stored in plain-text files.

We'll take Beancount as the starting point to build your multi-banking application. This application will act as the single point of contact for your entire financial history, and:

  1. store every single piece of data from all your bank accounts (only on your machine)
  2. act as the the first point of contact if you want to look up anything related to your finances (questions like "How much did I make from that consulting work last month?" or "What did I spend on that vacation last year?")
  3. import new financial transactions from your bank accounts on a continuous basis
  4. use customized tools to interact with your financial ledger, analyze your past financial behavior, show your spending patterns, income sources, current liabilities, and more

The final result will be a Git repository on your computer where you can view / edit everything related to your money.

šŸ” Privacy-aware

You might be thinking: aren't there a ton of applications on the market which you can use to manage your finances with ease?

Yes, there are. But most of them are either closed-sourced or store your data on the cloud (or both).

We will do things differently. We will focus on putting something together using open-source technologies. We will make sure that your data never leaves your computer, and that you are in control at all times. Your financial data is one of the most private data you own. No one else should have access to it, except you.

šŸ¤– Developer-friendly

Have you ever wanted to run a SQL query on your bank transactions? By the end of this ebook you most definitely will.

We'll approach the subject from a developer perspective and learn about topics including: plain-text accounting, double-entry bookkeeping, Beancount, maintaining your financial records in a secure git repository, and more.

All this, without ever leaving the comfort of your favorite $EDITOR or the terminal.

šŸ“¦ What you get

100+ Pages

The ebook is split across 7 chapters and contains more than 100 pages. All the topics mentioned above have been covered in enough detail so you feel productive as soon as possible.

Code Samples

The content includes a ton of Python code, including all the instructions you'll need to set it up. The workings have been verified (multiple times!) so you don't run into any issues.

Easy Refund

If you feel you're not getting value out of this work, send me an email and I'll happily issue a refund. I might ask for feedback, but that's about it. My main aim is for you to get value out of this ebook.

šŸ—£ļø What others say

Tracking Personal Finances using Python is extremely thorough and and well-researched. Siddhant's love of plaintext accounting shows through in the writing. Iā€™m a regular beancount user, and his book still taught me new techniques for tracking my finances easily.

- Michael Lynch

A friend of mine told me about Siddhant's book while he was writing it. I was just getting into Beancount to help organize my finances, and the book was an invaluable guide. I highly recommend it - super useful!

- Benjamin Ward

I really liked the content and was able to sift through it and go from 0 to a working workflow with 3 sources and 3 months of data in 1 day.

- Louis Guitoon

šŸ‘ØšŸ¼ā€šŸ’» The Author

Hey! My name is Siddhant, and I'm a software developer and entrepreneur located in Munich, Germany.

I've been writing Python code for slightly more than a decade now. In my free time, I maintain more than half a dozen open-source modules written in Python, which have been downloaded 100k+ times from PyPI.

If you have any questions, DM/@ me on Twitter and I'll get back to you as soon as I can!

Siddhant Goel