https://github.com/ayushai/transaction-rounding-made-easy-automating-script-for-financial-goals

CSV-RoundUps is a Python script that helps automate the process of rounding up your transactions from bank or credit card statements in CSV format. Inspired by services like Acorns, this tool rounds each transaction to the nearest dollar and calculates the total difference, which you can then save or invest.
https://github.com/ayushai/transaction-rounding-made-easy-automating-script-for-financial-goals

Last synced: 8 days ago
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CSV-RoundUps is a Python script that helps automate the process of rounding up your transactions from bank or credit card statements in CSV format. Inspired by services like Acorns, this tool rounds each transaction to the nearest dollar and calculates the total difference, which you can then save or invest.

• Host: GitHub
• URL: https://github.com/ayushai/transaction-rounding-made-easy-automating-script-for-financial-goals
• Owner: AyushAI
• Created: 2024-12-05T09:40:13.000Z (2 months ago)
• Default Branch: master
• Last Pushed: 2024-12-13T15:33:47.000Z (about 2 months ago)
• Last Synced: 2024-12-13T17:14:23.142Z (about 2 months ago)
• Language: Python
• Homepage:
• Size: 7.81 KB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Transaction Rounding Made Easy Automating Script for Financial Goals

## Overview

CSV-RoundUps is a Python script designed to help you automatically "round up" your transactions from bank or credit card statements stored in CSV format. Inspired by services like Acorns and Stash, this tool provides an easy way to save or invest spare change from everyday purchases. The script rounds each transaction amount to the nearest dollar and calculates the total difference, which can then be used for investment or saving purposes.

## Key Features

- **Transaction Rounding**: Rounds each transaction to the nearest dollar, calculating the total rounded-up value.

- **CSV Compatibility**: Works with CSV files containing your bank or credit card transaction data.

- **Directory Processing**: If a directory is provided, the script will process all CSV files within that directory, making it easy to handle multiple files.

- **Simple Setup**: Just input the path to your CSV file or directory, and let the script handle the rest.

  

## Motivation

Many people want to save or invest their spare change but don't want to deal with the hassle of manually tracking each transaction. This script automates the process of rounding up all transactions and calculates how much you can save or invest by simply rounding to the nearest dollar. Whether you're looking to automate your savings or just want an easy way to handle small change, CSV-RoundUps makes it quick and simple.

## Usage

### Running the Script

To use the script, simply run it from the command line by providing either a directory or a specific CSV file:

```bash

roundup 

```

## Installation

To use this script, you need Python 3.7 or later installed. It does not require any external dependencies outside of Python's standard libraries.

Simply download or clone the repository, and run the script as needed.

## Contributions

Feel free to contribute to this project by forking the repository, making improvements, or submitting bug reports. If you have suggestions for additional features or enhancements, please create an issue or submit a pull request.

## License

This project is licensed under the MIT License - see the LICENSE file for details.

``` bash

You can directly copy and paste the above code into your `README.md` file.

```