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transaction-summarizer-etl

Mini ETL: parse transaction CSV, generate totals, top merchants, daily sums, and risk flags.

Loads a CSV file of transactions and prints:

  • total spent
  • total income
  • totals by merchant
  • totals by date
  • high-amount flags

Run

python run.py

Tests

python summary_text.py

CSV format

date,merchant,amount,currency
  • negative amount = expense, positive = income

Demo files

  • data/demo_transactions.csv (clean)
  • data/demo_transactions_dirty.csv (dirty formatting to test cleaning)

Sample output

Total spent: 329.38
Total income: 1200.0
Top merchants: [('AMAZON', 274.99), ('MAXIMA', 35.5), ('NETFLIX', 9.99)]
Daily totals: {'2026-03-01': -21.3, '2026-03-02': 1135.01, '2026-03-03': -33.09, '2026-03-04': -210.0}
High flags: [{'date': '2026-03-04', 'merchant': 'AMAZON', 'amount': -210.0, 'currency': 'EUR'}]

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Mini ETL: parse transaction CSV, generate totals, top merchants, daily sums, and risk flags.

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