📅 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.