📅 2023-12-25 — Session: Developed Python scripts for financial data analysis
🕒 14:40–16:10
🏷️ Labels: Python, Pandas, Data Analysis, Accounting, Debt Management
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal
The primary objective was to develop Python scripts to facilitate the analysis of financial data, specifically focusing on expenses and family debt management.
Key Activities
- Data Formatting: Defined a specific data format for expenses including date, category, and amount to streamline analysis and grouping in Python.
- Data Grouping: Implemented Python code using Pandas to group expenses and income from CSV files by month and category.
- Data Pivoting: Utilized Pandas to pivot DataFrames, consolidating categories into columns and aggregating values by year and month.
- Debt Management: Proposed a method for recording family debt payments, transforming them into debts and establishing a detailed recording system.
- Error Resolution: Identified and addressed a list length mismatch error in data processing, ensuring uniformity before recalculating year-end balances.
Achievements
- Successfully created scripts for data grouping and pivoting using Pandas.
- Established a framework for managing and recording family debts.
- Resolved data validation errors to ensure accurate financial calculations.
Pending Tasks
- Further refinement of the debt management system to include additional financial tracking features.
- Complete the implementation of the proposed accounting system for auto-related finances.