django-financial-transactions 0.2

Quick Start

1. Add “financial_transactions” to your INSTALLED_APPS setting like this:

   INSTALLED_APPS = (
       ...
       'financial_transactions',
   )

2. Run python manage.py syncdb to create the Financial Transaction models.

3. Start the development server and visit http://127.0.0.1:8000/admin/ to create an account (you’ll need the Admin app enabled), choosing a transaction format for the account (currently only CommerzBank Giro and Commerzbank Mastercard csvs are supported, but I’ll add forms as people need them.)

4. Import your transactions:

   ./manage.py import_transactions ~/mydata/2013-01-commerzbank.csv

You can then browse your transactions in the /admin/, add transaction category hints, and reimport your csvs to automatically update the categories based on your hints.

Testing

To run the tests, you’ll need to install a few additional test packages: mock, django_factory.