# SpendingAnalysis

Desktop app to intake data from various sources and analyze spending habits. Built with Python, PySide6 (Qt), and SQLite.

## Features

- **CSV Import** — drag-and-drop import wizard with configurable column mappings and duplicate detection
- **Transaction Management** — browse, filter, and categorize transactions inline
- **Spending Analysis** — trends, breakdowns, and forecasting charts
- **Recurring Detection** — identify recurring charges across accounts
- **Cross-Account Transfers** — automatic detection of transfers between accounts
- **Rule-Based Categorization** — auto-categorize transactions using custom rules
- **Household Tracking** — manage household members and shared expenses
- **Dark / Light Themes** — toggle between themes from the sidebar

## Requirements

- Python 3.12+

## Setup

```bash
# Clone the repo
git clone https://gitea.conlon.fun/andy/SpendingAnalysis.git
cd SpendingAnalysis

# Create a virtual environment and install
python -m venv .venv
.venv\Scripts\activate      # Windows
# source .venv/bin/activate  # macOS / Linux

pip install -e .
```

## Running

```bash
# Via the installed entry point
spending-analysis

# Or run the module directly
python -m src.main
```

The app stores its SQLite database at `~/.spending_analysis/spending.db`. Default categories are seeded on first launch.

## Running Tests

```bash
pip install -e ".[dev]"
pytest
```

## Project Structure

```
src/
├── main.py              # Application entry point
├── db.py                # SQLAlchemy engine / session setup
├── seed.py              # Default category seeding
├── models/              # SQLAlchemy models (account, category, transaction, rule, etc.)
├── services/            # Business logic (import, categorization, analysis, forecasting)
└── ui/                  # PySide6 views and themes
    ├── main_window.py
    ├── sidebar.py
    ├── import_view.py
    ├── transactions_view.py
    ├── analysis_view.py
    ├── recurring_view.py
    ├── settings_view.py
    └── themes/
tests/                   # pytest test suite
```