📅 2025-02-05 — Session: Unified Financial Data Processing and Visualization

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

Session Goal

The session aimed to enhance the financial data processing and visualization pipeline by unifying and modularizing various functions.

Key Activities

  • Unified Financial Functions: Introduced compute_transaction_series to consolidate financial flows, improving scalability and maintainability.
  • Currency Conversion Integration: Added currency conversion to the load_sheet function for consistent financial data preprocessing.
  • Financial Plotting Module: Planned a modular function for financial plotting using Python and Matplotlib.
  • Standard Financial Plots: Outlined a structured approach for generating thematic financial insights using plot_series().
  • TypeError Handling: Resolved a TypeError with Pandas PeriodIndex in Matplotlib by converting to Timestamp.
  • Household Ledger Automation: Automated the analysis of household ledger data for enhanced reporting.

Achievements

  • Enhanced modularity in financial data processing and visualization.
  • Improved data consistency through integrated currency conversion.
  • Developed a plan for a unified plotting module.
  • Resolved compatibility issues in data visualization.

Pending Tasks

  • Implement the planned unified plotting module for financial charts.
  • Further test and refine the household ledger automation workflow.