https://github.com/guysnacho/unclesam
Taxes is annoying and I don't wanna pay anybody for it... so I'm doing it myself.
https://github.com/guysnacho/unclesam
csv-parser financial-analysis golang tax
Last synced: about 2 months ago
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Taxes is annoying and I don't wanna pay anybody for it... so I'm doing it myself.
- Host: GitHub
- URL: https://github.com/guysnacho/unclesam
- Owner: Guysnacho
- Created: 2025-03-04T01:47:14.000Z (over 1 year ago)
- Default Branch: main
- Last Pushed: 2025-03-04T03:12:10.000Z (over 1 year ago)
- Last Synced: 2025-03-04T03:20:22.727Z (over 1 year ago)
- Topics: csv-parser, financial-analysis, golang, tax
- Language: Go
- Homepage:
- Size: 2.93 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Uncle Sam | Tax Services
So its tax season and one of the beautiful perks of getting business official is paying it up to Uncle Sam. I just wish that was me.
## Inspiration
Its a lot of work to sift through Excel Spreadsheets and I don't feel like learning macros.
Its painful. I'm fine. INSTEAD, I decided to use it as an excuse to learn some more Go. Found the [go csv package](https://pkg.go.dev/encoding/csv@go1.24.0) was baked into the standard lib (like most things), downloaded my transactions across a couple of cards and accounts, and got to work.
## Usage
### Prerequisites
To use this tool, you'll need
- [Go installed](https://go.dev/)
- CSVs of your transactions
- CSVs need a header row (top row with a label for each column)
- Most banks with an online banking feature should have a way to export your transactions, ideally it has a `description` and `amount` header but you can rename that in the CSV or modify the app to look for differently named columns
### Executing
#### Using Go
Add copy/move your downloaded CSVs into the root of the project and run the following
```bash
#!/bin/bash
go run
```
#### Using release
You can find built versions of the tool if you don't feel like installing Go [here](https://github.com/Guysnacho/unclesam/releases)
## Gameplan
### Collect files
I exported my transactions to CSVs and dropped them in the root of the project. If you fork...obviously don't commit your financial transactions.
### Find out which columns we need
Thankfully my bank provides standardized CSVs but I made it dynamic bc why not.
Added a function to parse the header and return which columns contain the transaction's `description` and `amount`.
### Filter out transactions I need
Unfortunately DoorDash effectively owns my transactions so I need to filter down to just transactions I need.
Something'll probably slip through the cracks but luckily I know must of them.
### Compile results
Just a string conversion to float and adding. If I wanted to do some calculations or find some aggregations then I could add that but thankfully I just need income and expenses.
Not a bad idea though, we'll do that later because I never wanna touch this again and don't feel like signing up to QuickBooks.
### Sip some tea and touch some grass
I already feel like I spent too much time on this but I've got 12 days to get this filed and whip up a K-1 form soooo I continue to cook.
## Changelog
So I'm writing this from the point where I've got file reading kinda working.
### Filtering is working
Got filtering working
Got expenses generated. Looking good
