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Finalized the this month script, which will be sent weekly via text to me and necessary parties. The last month and new_month_check transactions are also cleaned up and working. The next tasks are to sunset the import of moneyed as reading the actual-py docs, I found that I can do transactions.get_amount() which will return a decimal formatted number instead of needing to change the strings, etc. Will also need to clean up the files so they are more organized for public release.

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norm
2025-11-11 09:47:47 -05:00
parent b1d6aab9e3
commit b70fcbb185
10 changed files with 119 additions and 152 deletions
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0
README.md Normal file
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__pycache__/last_month.cpython-313.pyc Normal file
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37
last_month.py
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@ -13,9 +13,14 @@ import pprint
pp=pprint.PrettyPrinter(indent=4, sort_dicts=False)
load_dotenv()
THISMONTH = datetime.now()
# datestring= "2025-08-06 13:57:57"
# format = '%Y-%m-%d %H:%M:%S'
# THISMONTH = datetime.strptime(datestring, format)
MONTHMINUSONE = THISMONTH - relativedelta(months=1)
MONTHMINUSTWO = THISMONTH - relativedelta(months=2)
ONBUDGETACCOUNTS = os.getenv('ONBUDGETACCOUNTS')
LASTM_STRING = datetime.strftime(MONTHMINUSONE, '%B')
TWOM_STRING = datetime.strftime(MONTHMINUSTWO, '%B')
ONBUDGETACCOUNTS = list(os.getenv('ONBUDGETACCOUNTS'))
def compare_months(actual):
budget_one = main(actual, MONTHMINUSONE)
@ -23,7 +28,18 @@ def compare_months(actual):
x = find_percent_diff(budget_one, budget_two)
first_sort = dict(sorted(budget_one.items(), key=lambda item: item[1]['amount_spent']))
reduced_sort = dict(list(first_sort.items())[:5])
print(x)
text_list = []
for i, k in reduced_sort.items():
items = (i, format_money(k['amount_spent']))
text_list.append(items)
formatted = str(text_list)[1:-1]
replacements = [('\\(', ''), ('\\)',''), ("'", ''), ('"',''), ('(\\d)\\,\\s\\b', '\\1\\n'), ('\\b, (\\-)', ': \\1')]
for old, new in replacements:
formatted = re.sub(fr"{old}", fr"{new}", formatted)
x = x.replace('"','')
print(f"""**This is an automated message!**\nHere's your budget status. Here are your top 5 spending categories from last month:\n\n{formatted}\n\nAnd here are the top 5 categories with the biggest increase in spending between last month and the previous month:\n\n{x}""")
def find_percent_diff(lastmonth, twomonths):
@ -34,10 +50,23 @@ def find_percent_diff(lastmonth, twomonths):
absolute = v['amount_spent'] - x['amount_spent']
average = (v['amount_spent'] + x['amount_spent'])/2
diff = round(absolute/average, 2)
diffs.append(( k, diff) )
diffs.append((k, diff, (LASTM_STRING, v['amount_spent']), (TWOM_STRING, x['amount_spent'])))
sort = sorted(diffs, reverse=True, key=lambda item: item[1])
return sort
first = sort[:5]
second = []
for t in first:
t1 = str(f"{float(t[1])}%")
t2 = (t[2][0], format_money(t[2][1]))
t3 = (t[3][0], format_money(t[3][1]))
newlist = f"{t[0]}, {t1}, {t2}, {t3}"
second.append(newlist)
formatted = str(second)[1:-1]
replacements = [('\\(', ''), ('\\)',''), ("'", ''), ('", ','\\n'), ('(\\%), ','\\1 --> '), ('(\\d)\\,\\s\\b', '\\1 --> '), ('([a-z]),', '\\1:')]
for old, new in replacements:
formatted = re.sub(fr"{old}", fr"{new}", formatted)
return formatted
def simple_track(actual):

15
min_test.py Normal file
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@ -0,0 +1,15 @@
from dotenv import load_dotenv
from actual import Actual
import os
load_dotenv()
print("hold onto your butts")
with Actual(
base_url=os.getenv('BASEURL'),
password=os.getenv('PASSWORD'),
encryption_password=None, # Optional: Password for the file encryption. Will not use it if set to None.
file=os.getenv('FILE')
) as actual:
print(actual)

49
new_month_check_transactions.py Normal file
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@ -0,0 +1,49 @@
from actual import Actual, Transactions
import os
from dotenv import load_dotenv
from actual.queries import get_transactions
from datetime import datetime, timedelta
from moneyed import Money, USD
from moneyed.l10n import format_money
from last_month import compare_months
import last_month
from dateutil.relativedelta import relativedelta
import json
import re
import pprint
pp=pprint.PrettyPrinter(indent=4, sort_dicts=False)
load_dotenv()
THISMONTH = datetime.now()
# datestring= "2025-08-06 13:57:57"
# format = '%Y-%m-%d %H:%M:%S'
# THISMONTH = datetime.strptime(datestring, format)
MONTHMINUSONE = THISMONTH - relativedelta(months=1)
MONTHMINUSTWO = THISMONTH - relativedelta(months=2)
ONBUDGETACCOUNTS = os.getenv('ONBUDGETACCOUNTS').split()
def main(actual, month):
accounts_with_curr_month = 0
monthdaydate = datetime.strftime(month, "%Y%m")
print(monthdaydate)
first_day_month = month.replace(day=1)
for account in ONBUDGETACCOUNTS:
latest_trans = get_transactions(actual.session, account=account, start_date=first_day_month)
# for acctrans in latest_trans:
if f"date={monthdaydate}" in str(latest_trans):# and not run_compare_months:
accounts_with_curr_month += 1
if accounts_with_curr_month == 3:
print("Hold onto your butts! All 3 accounts have this month's data!")
last_month.compare_months(actual)
else:
print(f"No current month transactions for {account}")
if __name__ == "__main__":
with Actual(
base_url=os.getenv('BASEURL'),
password=os.getenv('PASSWORD'),
encryption_password=None,
file=os.getenv('FILE')
) as actual:
main(actual, THISMONTH)

7
pyproject.toml Normal file
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@ -0,0 +1,7 @@
[project]
name = "actual-py-proj"
version = "0.1.0"
description = "Add your description here"
readme = "README.md"
requires-python = ">=3.13"
dependencies = []

1
requirements.txt
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@ -7,7 +7,6 @@ charset-normalizer==3.4.4
cryptography==46.0.3
idna==3.11
numpy==2.3.4
pandas==2.3.3
proto-plus==1.26.1
protobuf==6.33.0
py-moneyed==3.0

128
scrubbed_main.py
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@ -1,128 +0,0 @@
"""
The output of this script should be in a format that can be sent as a text or added to a note.
In Apple Shortcuts, do the following:
* Create new shortcut
* Add Shell Script action
* In the text box put:
source ~/Documents/tmp/.actualpy/bin/activate
python ~/Documents/tmp/main.py
Select the following options:
Shell: Bash
Input: Input
Pass Input: to stdin
Run as Admin: unchecked
Then add the other actions that you need. In my case, I did "Send {Shell Script Result} to {Contact}"
"""
from actual import Actual
from actual.queries import get_budgets, get_categories, get_category, get_transactions
from dotenv import load_dotenv
from datetime import datetime
from moneyed import Money, USD
from moneyed.l10n import format_money
import json
import re
import pprint
pp=pprint.PrettyPrinter(indent=4)
load_dotenv()
TODAY = datetime.now()
MONTH_DAY = TODAY.strftime("%Y%m")
MONTHSTR = TODAY.strftime("%B")
MONTHDAYDATE = datetime.strptime(MONTH_DAY, "%Y%m")
def main():
main_dict = {}
main_list = []
with Actual(
base_url=os.getenv('BASEURL')
password=os.getenv('PASSWORD')
encryption_password=None, # Optional: Password for the file encryption. Will not use it if set to None.
file=os.getenv('FILE')
) as actual:
budget = get_budgets(actual.session)
for b in budget:
if b.month == int(MONTH_DAY):
if b.amount > 0:
cats = get_categories(actual.session)
for cat in cats:
if cat.id == b.category_id:
# if cat.name == "Kid's Activities":
formatted_amount = str(b.amount)[:-2] + "." + str(b.amount)[-2:]
budgeted_amount = Money(formatted_amount, USD)
main_dict[cat.name] = {"budgeted_amount": budgeted_amount, "amount_spent": "", "amount_left": ""}
# main_dict = {"category": cat.name, "month": MONTHSTR, "budgeted_amount": budgeted_amount, "amount_spent": "", "amount_left": ""}
category_transcations(sesh=actual.session, main_list=main_dict)
def category_transcations(sesh, main_list):
for keys, vals in main_list.items():
this_month_trans = get_transactions(sesh, category=keys, start_date=MONTHDAYDATE)
curr_sum = Money(0, USD)
for ta in this_month_trans:
tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
total_sum = Money(tamount, USD)
curr_sum += total_sum
# print(f"curr_sum: {curr_sum} PLUS total_sum: {total_sum}")
amount_list = curr_sum + vals["budgeted_amount"]
vals["budgeted_amount"] = vals['budgeted_amount']
vals["amount_spent"] = curr_sum
vals["amount_left"] = amount_list
# sorted_items = sorted(main_list.items(), key=lambda item: item[1]['amount_left'])
# sorted_nested_dict = dict(sorted_items)
# pp.pprint(sorted_nested_dict)
# pp.pprint(sorted_key_val)
# sorted_data = sorted(main_list, key=lambda x: main_list[x]['amount_left'])
# pp.pprint(sorted_data)
# sort_budgets_for_notification(sorted_data)
sort_budgets_for_notification(main_list)
def sort_budgets_for_notification(sorted_data):
negative_budget = {}
no_budget_left = {}
some_budget_left = {}
final_tuple = ()
for categories, values in sorted_data.items():
# for budget_type, amount in values.items():
intmoney = values['amount_left'].amount
if intmoney == 0:
# no_budget_left.append((categories, values) )
no_budget_left[categories] = values
elif intmoney < 0:
# negative_budget.append((categories, values))
negative_budget[categories] = values
else:
# some_budget_left.append(( categories, values) )
some_budget_left[categories] = values
final_tuple = (format_dicts(some_budget_left), format_dicts(negative_budget), format_dicts(no_budget_left))
print(f"""**This is an automated message!** Here's your spending status so far for this month.\nFirst, here are the categories where you've overspent:\n{final_tuple[1]}.\n\nHere is where you still have some budget left:\n{final_tuple[0]}.\n\nAnd finally, here is where you're exactly where you need to be. $0 left.\n {final_tuple[2]}""")
def format_dicts(budgets_sorted):
x = str(budgets_sorted)
# y = re.search(r"(\'\w*\':)|(\'\w{1,9}\s\w{1,9})|(\d*.\d{2})", x).group()
y = (x
.replace("{'", "")
.replace("}", "")
.replace("Money('", "")
.replace("'", "")
.replace(", USD", "")
.replace(")","")
.replace("(","")
.replace('"', '')
)
z = re.sub(r"((([A-Z][a-z]*( | & )){1,2}[A-Z][a-z]*:)|([A-Z][a-z]*)|529 Contrib)", '\n\\1', y)
t = re.sub(r", \n", '\n', z)
h = re.sub(r'([a-z]*_[a-z]*)',lambda x: x[1].replace('_', ' ').capitalize(), t)
p = re.sub(r'(\d{1,5}.\d{2})', '$\\1', h)
o = re.sub(r'(\d{4})', lambda x: x[1][:1]+','+x[1][1:], p)
return o
if __name__ == "__main__":
main()

26
this_month.py
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@ -29,7 +29,7 @@ def simple_track(actual):
if cat.name == "Income":
formatted_amount = str(b.amount)[:-2] + "." + str(b.amount)[-2:]
expected_income = Money(formatted_amount, USD)
main_dict[cat.name] = {"Expected Income": expected_income, "Actual Income": Money(0, USD), "Total Spent": Money(0, USD), "Amount Left Against Budget": Money(0, USD)}
main_dict[cat.name] = {"Expected Income": expected_income, "Actual Income": Money(0, USD), "Total Spent": Money(0, USD), "Left Against Budget": Money(0, USD), "Left Against Actual": Money(0, USD)}
category_transcations(sesh=actual.session, main_list=main_dict, origin="simple")
def main(actual):
@ -72,10 +72,14 @@ def category_transcations(sesh, main_list, origin):
amount_left = curr_sum + main_list['Income']['Expected Income']
main_list['Income']['Expected Income'] = main_list['Income']['Expected Income']
main_list['Income']['Actual Income'] = income_sum
main_list['Income']['Amount Left Against Budget'] = amount_left
main_list['Income']['Left Against Budget'] = amount_left
main_list['Income']['Total Spent'] = curr_sum
xx = curr_sum.amount
if xx.is_zero():
main_list['Income']['Left Against Actual'] = income_sum+curr_sum
else:
main_list['Income']['Left Against Actual'] = income_sum+curr_sum
# print(f"curr_sum: {curr_sum} PLUS total_sum: {total_sum}")
else:
for keys, vals in main_list.items():
this_month_trans = get_transactions(sesh, category=keys, start_date=MONTHDAYDATE)
@ -84,20 +88,11 @@ def category_transcations(sesh, main_list, origin):
tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
total_sum = Money(tamount, USD)
curr_sum += total_sum
# print(f"curr_sum: {curr_sum} PLUS total_sum: {total_sum}")
amount_list = curr_sum + vals["budgeted_amount"]
vals["budgeted_amount"] = vals['budgeted_amount']
vals["amount_spent"] = curr_sum
vals["amount_left"] = amount_list
# sorted_items = sorted(main_list.items(), key=lambda item: item[1]['amount_left'])
# sorted_nested_dict = dict(sorted_items)
# pp.pprint(sorted_nested_dict)
# pp.pprint(sorted_key_val)
# sorted_data = sorted(main_list, key=lambda x: main_list[x]['amount_left'])
# pp.pprint(sorted_data)
# sort_budgets_for_notification(sorted_data)
if origin == "simple":
x = format_dicts(main_list)
simple_notifications(x)
@ -150,13 +145,6 @@ def format_dicts(budgets_sorted):
return o
# categies = str([x['category'] for x in negative_budget ])[1:-1].replace('"','').replace("'",'')
# categies2 = str([x['category'] for x in some_budget_left ])[1:-1].replace('"','').replace("'",'')
# categies3 = str([x['category'] for x in no_budget_left ])[1:-1].replace('"','').replace("'",'')
# print(f"""Here's your spending status so far for this month. First, here are the categories where you've overspent:\n- {str(categies)}.\n\nHere is where you still have some budget left:\n- {str(categies2)}.\n\nAnd finally, here is where you're exactly where you need to be. $0 left.\n- {str(categies3)}""")
if __name__ == "__main__":
with Actual(
base_url=os.getenv('BASEURL'),

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uv.lock generated Normal file
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@ -0,0 +1,8 @@
version = 1
revision = 3
requires-python = ">=3.13"
[[package]]
name = "actual-py-proj"
version = "0.1.0"
source = { virtual = "." }