Enhanced financial data processing with Python functions

📅 2025-02-05 — Session: Enhanced financial data processing with Python functions

🕒 20:00–20:40
🏷️ Labels: Financial Functions, Python, Data Processing, Automation, Data Visualization
📂 Project: Dev
⭐ Priority: MEDIUM

Session Goal

The session aimed to enhance the scalability and maintainability of financial data processing by unifying various functions into modular components.

Key Activities

• Developed compute_transaction_series, a new function to consolidate contributions and repayments into a single modular function for handling various financial flows.
• Integrated currency conversion into the load_sheet function, ensuring all financial data is normalized and consistent.
• Planned a unified plotting module for financial charts, enabling one-liner calls for creating financial plots.
• Outlined a structured approach to generating financial insights through thematic plots, categorizing financial data into liquidity, income, debt, expenses, and profitability.
• Addressed a TypeError with Pandas PeriodIndex in Matplotlib by converting PeriodIndex to Timestamp for compatibility.
• Automated household ledger analysis, including data loading, preprocessing, monthly summaries, and transaction listings.

Achievements

• Successfully created modular functions for transaction processing and currency conversion, improving data consistency and scalability.
• Planned and partially implemented a unified plotting module for financial data visualization.
• Resolved technical issues with data visualization, enhancing compatibility and functionality.

Pending Tasks

• Complete the implementation of the unified plotting module for financial charts.
• Further test and refine the automation of household ledger analysis to ensure accuracy and efficiency.