Zenmoney Savings Visualizer

What's This?

Zenmoney Savings Visualizer, or ZMSV, or zmsavings is a Python-based tool to visualize growth of your special-purpose savings account within the Zenmoney personal accounting service.

How Does It Work?

• It loads goals from CSV file of special format (this file should contains the following headers: goalName, accountName, total).
• It loads transactions from CSV transaction dump, which can be exported manually from within Zenmoney webapp GUI (ещё -> Экспорт in the upper navigation menu).
• It extracts all transactions of special-purpose savings accounts, calculates progressive total, and passes it further for visualization.
• Visualization is done with the help of Bokeh library.

How Do I Use It?

1. Download and install Python 2.7.

2. Clone this repository into folder of your choice:

    git clone https://github.com/vleseg/zmsavings.git <LOCAL_REPO_FOLDER>
   

3. Install virtualenv:

    pip install virtualenv
   

4. Use it to create virtual environment in another folder of your choice.

    cd <VENV_FOLDER_PARENT>
    virtualenv <VENV_FOLDER>
   

5. Activate the virtual environment.

    (Windows) <VENV_FOLDER>\Scripts\activate
    (Linux)   source <VENV_FOLDER>\bin\activate
   

6. Install the requirements (might take some time):

    cd <LOCAL_REPO_FOLDER>
    pip install -r requirements.txt
   

7. Export CSV with all transactions in the Zenmoney GUI (ещё -> Экспорт in the upper navigation menu).

8. Compose a CSV with goals, see table format below.

9. Run the script (you'll be prompted for paths to transactions CSV and goals CSV:

    cd <LOCAL_REPO_FOLDER>
    python core.py
   

In the bright future everything should become much more simpler, I promise :)

CSV Goals Table Format

goalName	accountName	total	startDate
<goal name in ZM>	<name of goal account in ZM>	<goal total>	<goal start date in format DD.MM.YYYY>