A comprehensive personal finances tool.
External Providers --[ Import ]-> Raw Data --[ Cleaning and Standardising ]-> Baked data --[ Query ]-> (Interactive) Reports and Graphs
- Raw data is not committed
- Baked data is committed, as declaratively as pragmatic
Assumptions:
- Raw data is going to be in shitty condition.
For example:
- Not UTF-8
- Csv but not separated by commas
- Raw PDF files
- Raw data will not be correct. We will need a mechanism to correct it, and not forget about the correction. Banks and Brokers are notoriously terrible at getting currency conversions correct.
- Make it easy to file tax declarations.
- Automate as much as possible.
- Make it hard to make mistakes.
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Q: Why do I need to declare accounts? A: To help avoid typos
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Q: Why do I need to declare currencies? A: To help avoid typos, and so that
centjescan figure out the right precision to use in calculations.