Spending Analysis App

This project can be viewed at: https://katiewrennhansen.github.io/spending-analysis/

Summary

The aim for this project is to create an application that will track monthly spending data and display insightful data visualizations based on all transactions made in a single month. The goal is not to store any user transaction data, but instead to allow a user to upload a CSV, which will automatically generate insights surrounding their spending habits. The current necessary format for the CSV is listed below.

CSV Data Structure

The neccessary fields for the CVS are as follows:

Required

• Amount - amount of money that was transfered (ex: 100, 350)
• Category - category of spending (ex: Rent, Groceries, Restaurants etc.)
• Date - date the transaction occured (MM/DD/YYYY)
• Transaction Type - value of this field needs be be either 'credit' for all money coming into the account or 'debit' for money leaving the account.

Optional

• Account Name - name of the account through which the transaction passed (ex: Checking, Savings)
• Description - description of the transaction or exact name of institution money was given to (ex: Grocery Store)

Example Table:

Amount	Category	Date	Transaction Type
100	Groceries	12/30/2019	debit
500	Paycheck	4/23/2020	credit

Any additional fields may be added within the CSV however they will not be included in the calulations.

A file containing dummy data is contained within this repository for testing purposed. That file is located in the root directory and is titled test-data.csv.

Run Locally

• yarn add or npm install - to add all necessary dependancies
• yarn run start or npm start - to run application on http://localhost:3000/

Tech Stack

• React
• TypeScript
• d3.js