initial

amex.csv

@@ -0,0 +1,36 @@
+Date,Description,Amount
+04/24/2024,FORTNITE            CARY                NC,22.99
+04/23/2024,NIKE E-COMMERCE,210.11
+04/22/2024,AplPay CHEVRON 00994CARMICHAEL          CA,86.95
+04/22/2024,SPOTIFY             NEW YORK            NY,14.99
+04/22/2024,WL *BLIZZARDENTERTAIIRVINE              CA,9.99
+04/21/2024,AplPay TWITTER PAID SAN FRANCISCO       CA,8.00
+04/19/2024,AplPay SD FOOD STORECARMICHAEL          CA,17.38
+04/19/2024,BLIZZARD *US71948386IRVINE              CA,4.99
+04/18/2024,AMAZON MARKEPLACE NA PA,8.50
+04/18/2024,AplPay SD FOOD STORECARMICHAEL          CA,14.43
+04/17/2024,AplPay UNION 76 0951ELK GROVE           CA,18.80
+04/17/2024,MOBILE PAYMENT - THANK YOU,-4641.46
+04/16/2024,CHEVRON 0205196/CHEVELK GROVE           CA,21.80
+04/14/2024,AVIS RENT A CAR     BURBANK             CA,135.59
+04/14/2024,AplPay KWIK SERV GASBURBANK             CA,39.37
+04/14/2024,HELIUM MOBILE       LAS VEGAS,-1.33
+04/14/2024,HELIUM MOBILE       LAS VEGAS           NV,13.27
+04/14/2024,HYATT SANTA BARBARA SANTA BARBARA       CA,78.40
+04/12/2024,ESQUIRE GRILLE TERM SACRAMENTO          CA,34.00
+04/12/2024,FORTNITE            CARY                NC,11.99
+04/11/2024,TRAVEL RESERVATION USEATTLE,-84.72
+04/10/2024,AMAZON LUNA         AMZN.COM/BILL       WA,-9.99
+04/10/2024,AplPay EXPEDIAAO7280800-397-3342        WA,847.16
+04/07/2024,AMAZON LUNA         AMZN.COM/BILL       WA,9.99
+04/06/2024,FORTNITE            CARY                NC,22.99
+04/05/2024,Interest Charge on Purchases,59.91
+04/04/2024,AplPay CHEVRON 00994CARMICHAEL          CA,87.69
+04/04/2024,VISIBLE             LONE TREE,-3.50
+04/03/2024,TACO BELL #035469 03CARMICHAEL          CA,22.26
+04/03/2024,VISIBLE             LONE TREE           CO,35.00
+04/02/2024,AplPay UNION 76 1006SACRAMENTO          CA,32.55
+04/01/2024,AMAZON.COM          AMZN.COM/BILL       WA,12.99
+04/01/2024,AMAZON.COM          AMZN.COM/BILL       WA,24.99
+04/01/2024,AUTOPAY PAYMENT - THANK YOU,-40.00
+04/01/2024,Amex Send: Add Money,801.94

amex2.csv

@@ -0,0 +1,207 @@
+Date,Description,Amount,Extended Details,Appears On Your Statement As,Address,City/State,Zip Code,Country,Reference,Category
+04/24/2024,FORTNITE            CARY                NC,22.99,"A2404240511 ONLINE GAME
+FORTNITE
+CARY
+NC
+ONLINE GAME",FORTNITE            CARY                NC,620 CROSSROADS BLVD,"CARY
+NC",27518,UNITED STATES,'320241160352500884',Merchandise & Supplies-Music & Video
+04/23/2024,NIKE E-COMMERCE,210.11,"71097470    800-806-6453
+AplPay NIKE.COM AP 2080
+BEAVERTON
+OR
+Description : DIRECT MARKETER Price : 0.00
+800-806-6453",AplPay NIKE.COM AP 2BEAVERTON           OR,ONE BOWERMAN DR,"BEAVERTON
+OR",97005,UNITED STATES,'320241140290992166',Merchandise & Supplies-Internet Purchase
+04/22/2024,AplPay CHEVRON 00994CARMICHAEL          CA,86.95,"00099485 85 SERVICE STN
+AplPay CHEVRON 0099485/CHEVRON
+CARMICHAEL
+CA
+Description : CHEVRON Price : 0.00
+Description : TAX Price : 0.00
+SERVICE STN",AplPay CHEVRON 00994CARMICHAEL          CA,6001 BOLLINGER CP RD,"SAN RAMON
+CA",94583,UNITED STATES,'320241140302117964',Transportation-Fuel
+04/22/2024,SPOTIFY             NEW YORK            NY,14.99,"P2B9D5C726  8777781161
+SPOTIFY
+NEW YORK
+NY
+8777781161",SPOTIFY             NEW YORK            NY,"150 GREENWICH ST
+4 WTC","NEW YORK
+NY",10007,UNITED STATES,'320241130263307432',Communications-Cable & Internet Comm
+04/22/2024,WL *BLIZZARDENTERTAIIRVINE              CA,9.99,"US719709104 949-955-1330
+WL *BLIZZARDENTERTAINMENT
+IRVINE
+CA
+949-955-1330",WL *BLIZZARDENTERTAIIRVINE              CA,1 BLIZZARD WAY,"IRVINE
+CA",92618,UNITED STATES,'320241130262494861',Merchandise & Supplies-Mail Order
+04/21/2024,AplPay TWITTER PAID SAN FRANCISCO       CA,8.00,"NT_PY3OL9SQ +14156978699
+AplPay TWITTER PAID FEATURES
+SAN FRANCISCO
+CA
++14156978699",AplPay TWITTER PAID SAN FRANCISCO       CA,"SUITE 900
+1355 MARKET ST","SAN FRANCISCO
+CA",94103,UNITED STATES,'320241120235153282',Business Services-Advertising Services
+04/19/2024,AplPay SD FOOD STORECARMICHAEL          CA,17.38,"000031647   9169727840
+AplPay SD FOOD STORE 000000000342698
+CARMICHAEL
+CA
+9169727840",AplPay SD FOOD STORECARMICHAEL          CA,1 VALERO WAY,"SAN ANTONIO
+TX",78249,UNITED STATES,'320241110214753347',Transportation-Fuel
+04/19/2024,BLIZZARD *US71948386IRVINE              CA,4.99,"B9BSYK2V    9499551380
+BLIZZARD *US719483867
+IRVINE
+CA
+9499551380",BLIZZARD *US71948386IRVINE              CA,1 BLIZZARD WAY,"IRVINE
+CA",92618,UNITED STATES,'320241100190409066',Merchandise & Supplies-Mail Order
+04/18/2024,AMAZON MARKEPLACE NA PA,8.50,"2L7IZIW4OIF MERCHANDISE
+AMAZON MARKETPLACE NA PA
+AMZN.COM/BILL
+WA
+MERCHANDISE",AMAZON MARKETPLACE NAMZN.COM/BILL       WA,410 TERRY AVE N,"SEATTLE
+WA",98109,UNITED STATES,'320241100200120936',Merchandise & Supplies-Internet Purchase
+04/18/2024,AplPay SD FOOD STORECARMICHAEL          CA,14.43,"000031333   9169727840
+AplPay SD FOOD STORE 000000000342698
+CARMICHAEL
+CA
+9169727840",AplPay SD FOOD STORECARMICHAEL          CA,1 VALERO WAY,"SAN ANTONIO
+TX",78249,UNITED STATES,'320241100198381467',Transportation-Fuel
+04/17/2024,AplPay UNION 76 0951ELK GROVE           CA,18.80,"10481925390 UNION 76
+AplPay UNION 76 09516733
+ELK GROVE
+CA
+UNION 76",AplPay UNION 76 0951ELK GROVE           CA,411 S. KEELER,"BARTLESVILLE
+OK",74004,UNITED STATES,'320241100203646613',Transportation-Fuel
+04/17/2024,MOBILE PAYMENT - THANK YOU,-4641.46,MOBILE PAYMENT - THANK YOU,MOBILE PAYMENT - THANK YOU,,,,,'320241080131049750',
+04/16/2024,CHEVRON 0205196/CHEVELK GROVE           CA,21.80,"00205196 96 SERVICE STN
+CHEVRON 0205196/CHEVRON
+ELK GROVE
+CA
+Description : CHEVRON Price : 0.00
+Description : TAX Price : 0.00
+SERVICE STN",CHEVRON 0205196/CHEVELK GROVE           CA,6001 BOLLINGER CP RD,"SAN RAMON
+CA",94583,UNITED STATES,'320241080152537883',Transportation-Fuel
+04/14/2024,AVIS RENT A CAR     BURBANK             CA,135.59,"R/A# 635068722   800-352-7900
+AVIS RENT A CAR
+BURBANK
+CA",AVIS RENT A CAR     BURBANK             CA,"SEND ALL MAIL TO
+CORRFIN ADDRESS","GARDEN CITY
+NY",11530,UNITED STATES,'320241060098715231',Travel-Vehicle Rental
+04/14/2024,AplPay KWIK SERV GASBURBANK             CA,39.37,"000046961   8188468752
+AplPay KWIK SERV GAS AND MART 000000000940
+BURBANK
+CA
+8188468752",AplPay KWIK SERV GASBURBANK             CA,1951 NORTH HOLLYWOOD WAY,"BURBANK
+CA",91505,UNITED STATES,'320241060085947341',Transportation-Fuel
+04/14/2024,HELIUM MOBILE       LAS VEGAS,-1.33,"Amex Offer Credit
+HELIUM MOBILE
+LAS VEGAS
+Amex Offer Credit",HELIUM MOBILE       LAS VEGAS,"2115 FESTIVAL PLZ DR
+SUITE N2500","LAS VEGAS
+NV",89135,UNITED STATES,'320241050056938334',Communications-Mobile Telecom
+04/14/2024,HELIUM MOBILE       LAS VEGAS           NV,13.27,"NT_PVOV8PSQ +18557756895
+HELIUM MOBILE
+LAS VEGAS
+NV
++18557756895",HELIUM MOBILE       LAS VEGAS           NV,"2115 FESTIVAL PLZ DR
+SUITE N2500","LAS VEGAS
+NV",89135,UNITED STATES,'320241050057240485',Communications-Mobile Telecom
+04/14/2024,HYATT SANTA BARBARA SANTA BARBARA       CA,78.40,"41139662    8058821234
+LODGING
+HYATT SANTA BARBARA
+SANTA BARBARA
+CA",HYATT SANTA BARBARA SANTA BARBARA       CA,1111 EAST CABRILLO BLVD,"SANTA BARBARA
+CA",93103,UNITED STATES,'320241060093390015',Travel-Lodging
+04/12/2024,ESQUIRE GRILLE TERM SACRAMENTO          CA,34.00,"9394       9394             95837
+ESQUIRE GRILLE TERM B SMF
+SACRAMENTO
+CA
+9394             95837",ESQUIRE GRILLE TERM SACRAMENTO          CA,"6850 AIRPORT BLVD
+SUITE 28","SACRAMENTO
+CA",95837,UNITED STATES,'320241040045535830',Restaurant-Bar & Café
+04/12/2024,FORTNITE            CARY                NC,11.99,"S2404120512 ONLINE GAME
+FORTNITE
+CARY
+NC
+ONLINE GAME",FORTNITE            CARY                NC,620 CROSSROADS BLVD,"CARY
+NC",27518,UNITED STATES,'320241040051761413',Merchandise & Supplies-Music & Video
+04/11/2024,TRAVEL RESERVATION USEATTLE,-84.72,"Amex Offer Credit
+TRAVEL RESERVATION US
+SEATTLE
+Amex Offer Credit",TRAVEL RESERVATION USEATTLE,333 108TH AVE NORTH EAST,"BELLEVUE
+WA",98004,UNITED STATES,'320241020995783105',Travel-Travel Agencies
+04/10/2024,AMAZON LUNA         AMZN.COM/BILL       WA,-9.99,"41FX9R6SRNH DIGITAL
+AMAZON LUNA
+AMZN.COM/BILL
+WA
+DIGITAL",AMAZON LUNA         AMZN.COM/BILL       WA,410 TERRY AVE NORTH,"SEATTLE
+WA",98109,UNITED STATES,'320241010971113746',Merchandise & Supplies-Internet Purchase
+04/10/2024,AplPay EXPEDIAAO7280800-397-3342        WA,847.16,"IM4VPQOJ3  0                93103
+BRANDON BRUNSON
+MAR MONTE HOTEL, IN THE UNBOUND COLLECTI
+AplPay EXPEDIAAO7280261220145
+800-397-3342
+WA
+BRANDON BRUNSON
+""MAR MONTE HOTEL, IN THE UNBOUND COLLECTI""
+0                93103",AplPay EXPEDIAAO7280800-397-3342        WA,333 108TH AVE NORTH EAST,"BELLEVUE
+WA",98004,UNITED STATES,'320241010954601912',Travel-Travel Agencies
+04/07/2024,AMAZON LUNA         AMZN.COM/BILL       WA,9.99,"2A5A3X0R76H DIGITAL
+AMAZON LUNA
+AMZN.COM/BILL
+WA
+DIGITAL",AMAZON LUNA         AMZN.COM/BILL       WA,410 TERRY AVE NORTH,"SEATTLE
+WA",98109,UNITED STATES,'320240980895791534',Merchandise & Supplies-Internet Purchase
+04/06/2024,FORTNITE            CARY                NC,22.99,"A2404070152 ONLINE GAME
+FORTNITE
+CARY
+NC
+ONLINE GAME",FORTNITE            CARY                NC,620 CROSSROADS BLVD,"CARY
+NC",27518,UNITED STATES,'320240980901597914',Merchandise & Supplies-Music & Video
+04/05/2024,Interest Charge on Purchases,59.91,Interest Charge on Purchases,Interest Charge on Purchases,,,,,'140406050000524572',Fees & Adjustments-Fees & Adjustments
+04/04/2024,AplPay CHEVRON 00994CARMICHAEL          CA,87.69,"00099485 85 SERVICE STN
+AplPay CHEVRON 0099485/CHEVRON
+CARMICHAEL
+CA
+Description : CHEVRON Price : 0.00
+Description : TAX Price : 0.00
+SERVICE STN",AplPay CHEVRON 00994CARMICHAEL          CA,6001 BOLLINGER CP RD,"SAN RAMON
+CA",94583,UNITED STATES,'320240950815101951',Transportation-Fuel
+04/04/2024,VISIBLE             LONE TREE,-3.50,"Amex Offer Credit
+VISIBLE
+LONE TREE
+Amex Offer Credit",VISIBLE             LONE TREE,10000 PARK MDWS DR,"LONE TREE
+CO",80124,UNITED STATES,'320240950810208218',Communications-Mobile Telecom
+04/03/2024,TACO BELL #035469 03CARMICHAEL          CA,22.26,"0495961     360-694-7855
+TACO BELL #035469 0354
+CARMICHAEL
+CA
+Description : FAST FOOD RESTAURAN Price : 0.00
+360-694-7855",TACO BELL #035469 03CARMICHAEL          CA,4041 MANVANITA AVE,"CARMICHAEL
+CA",95608,UNITED STATES,'320240940783582397',Restaurant-Bar & Café
+04/03/2024,VISIBLE             LONE TREE           CO,35.00,"9T4G6CRV    8663313527
+VISIBLE
+LONE TREE
+CO
+8663313527",VISIBLE             LONE TREE           CO,10000 PARK MDWS DR,"LONE TREE
+CO",80124,UNITED STATES,'320240940781191389',Communications-Mobile Telecom
+04/02/2024,AplPay UNION 76 1006SACRAMENTO          CA,32.55,"10447657989 UNION 76
+AplPay UNION 76 10068419
+SACRAMENTO
+CA
+UNION 76",AplPay UNION 76 1006SACRAMENTO          CA,411 S. KEELER,"BARTLESVILLE
+OK",74004,UNITED STATES,'320240940798521324',Transportation-Fuel
+04/01/2024,AMAZON.COM          AMZN.COM/BILL       WA,12.99,"5OAA4I9AE3P MERCHANDISE
+AMAZON.COM
+AMZN.COM/BILL
+WA
+MERCHANDISE",AMAZON.COM          AMZN.COM/BILL       WA,410 TERRY AVE N,"SEATTLE
+WA",98109,UNITED STATES,'320240920731711784',Merchandise & Supplies-Internet Purchase
+04/01/2024,AMAZON.COM          AMZN.COM/BILL       WA,24.99,"5CCIU6W62FG MERCHANDISE
+AMAZON.COM
+AMZN.COM/BILL
+WA
+MERCHANDISE",AMAZON.COM          AMZN.COM/BILL       WA,410 TERRY AVE N,"SEATTLE
+WA",98109,UNITED STATES,'320240930761303989',Merchandise & Supplies-Internet Purchase
+04/01/2024,AUTOPAY PAYMENT - THANK YOU,-40.00,AUTOPAY PAYMENT - THANK YOU,AUTOPAY PAYMENT - THANK YOU,,,,,'320240920728463518',
+04/01/2024,Amex Send: Add Money,801.94,"2:13 AM PDT
+Amex Send: Add Money",Amex Send: Add Money,200 VESEY ST,"NEW YORK
+NY",10285,UNITED STATES,'320240920728124677',Other-Miscellaneous

analyze.py

@@ -0,0 +1,48 @@
+import csv
+
+reader = csv.DictReader(open('amex2.csv', newline=''))
+
+data = []
+total_amounts = {}
+for row in reader:
+    data.append(row)
+
+def sameMerchant(data, sorted=True):
+    amounts_by_description = {}
+    for item in data:
+        description = item['Description']
+        amount = float(item['Amount'])
+        if description in amounts_by_description:
+            amounts_by_description[description] += amount
+        else:
+            amounts_by_description[description] = amount
+
+    if sorted:
+        for description, total_amount in amounts_by_description.items():
+            print(f"{description}: {total_amount}")
+    else:
+        for description, total_amount in sorted(amounts_by_description.items(), key=lambda x: x[1], reverse=True):
+            print(f"{description}: {total_amount}")
+
+def sameCategory(data, sorted=True):
+    amounts_by_category = {}
+    for item in data:
+        category = item['Category']
+        amount = float(item['Amount'])
+        if category in amounts_by_category:
+            amounts_by_category[category] += amount
+        else:
+            amounts_by_category[category] = amount
+
+    if sorted:
+        for category, total_amount in amounts_by_category.items():
+            print(f"{category}: ${total_amount}")
+    else:
+        for category, total_amount in sorted(amounts_by_category.items(), key=lambda x: x[1], reverse=True):
+            print(f"{category}: ${total_amount}")
+
+sameCategory(data)
+
+# for item in data:
+#     if "Merchandise & Supplies-Music & Vidkoijoeo" in item["Category"]:
+#         print(item['Description'])

todo.txt

@@ -0,0 +1,7 @@
+print better.
+
+maybe output to pretty looking html that can be opened?
+
+make it so that it shows a breakdown for each category.
+for example:
+Merchandise & Supplies-Music & Video 200 (Fornite 57.97, TWITTER PAID 8.0)