Subcategories and report


(Jacopo) #1

I have implemented a simple python script which processes an extraction of Monzo transactions and aggregates them in a useful way. Script is here:

Some clarifications:

  1. hash tags in notes are treated as subcategories
  2. all transactions with positive amount are labeled as INCOMING
  3. label OUTGOING is the aggregation of all the transactions except the ones which are INCOMING
  4. all transfers to a pot are labeled TO_POTS
  5. labels in upper case are the ones defined by Monzo and labels in lower case are the subcategories (they represent the break down)
  6. the subcategory “general” represents the residual within a Monzo category which does not have a subcategory

It would be nice to have something like this directly from the app or the web…