Bank App

Overview

The Bank App simplifies managing your transactions by allowing you to effortlessly import CSV files into your accounts. By default, you will have 2 empty demo accounts:

• Debit
• Credit (with a credit limit up to -3,000)

Once imported, the data is securely stored in the database, ensuring the safety of your financial records.

CSV Format

To import your data successfully, adhere to the following CSV structure:

Table view:

date	description	amount
2023-04-01	income	100000

Raw view:

date,description,amount
2023-04-01,income,100000

Please ensure that the date format is as shown above. Other formats are not supported.

Features

The Bank App offers the following features:

• Import transactions from CSV files into your accounts.
• Store and manage your transaction history in the database.
• Query your bank account to retrieve the balance on a specific date.
• Retrieve transactions within a specified date range.

Installation

standard

Ensure you have Python 3.11.4 or above installed.

1. Clone this repository.
2. Navigate to the project directory.
3. Install dependencies: pip install -r requirements.txt

docker

sudo docker pull parseltongist/bank_app

Usage

1. Prepare your transaction data in the required CSV format.
2. Run the Bank App using the provided command: python3 bank_app or sudo docker run -it parseltongist/bank_app if using Docker.
3. Follow the on-screen prompts to import your transactions and manage your accounts.

Demo files

Either version you chose, you can play with the following test file paths for upload:

bank_app/app/tests/data/correct/transactions_1.csv
bank_app/app/tests/data/correct/transactions_2.csv
bank_app/app/tests/data/correct/transactions_3.csv