Nick Hudson, AMEX Statement Downloader and Budget Tool

Executive Summary

I built a program that downloads the most previous statement from American Express, categorizes each transaction based upon the location of that transaction, and then creates a transaction summary for each category. This was meant to be an additive process so a new statement can be downloaded each month and added to the summary. Additionally, when the transactions are being categorized, I gave the user the ability to create their own category associations with different transaction descriptions and have those used moving forward in the active categorization as well as future ones. The project then creates a Pivot Chart with the transaction amounts summarized by category. Finally these summations are compared to a list of expected amounts for each category that is manually prepared by the user and the difference between the expected and actual values is calculated for each category for each month yielding a clear analysis of budgeted spending to actual spending.