Developed Python scripts for financial data analysis
- Day: 2023-12-25
- Time: 14:40 to 16:10
- Project: Accounting
- Workspace: WP 2: Operational
- Status: In Progress
- Priority: MEDIUM
- Assignee: Matías Nehuen Iglesias
- Tags: Python, Pandas, Data Analysis, Accounting, Debt Management
Description
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.
Evidence
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- event_ids: []