PocketWise Streamlit Demo

Team Members - Group 3:

• JUAN CAMILO LUJÁN GONZÁLEZ
• LAURENZ JAKOB KLUTH
• RALUCA-TEO GOGOSOIU
• SILVIA MENDOZA MEDINA
• STEPHAN PENTCHEV STEFANOV

---

A Streamlit app that uses the pocketwise-finance package to categorize bank transactions and produce monthly spending summaries.

The purpose of this project is to demonstrate that the PocketWise library (published on TestPyPI) can be installed and reused in a separate application.

---

Setup

1. Create a virtual environment and install dependencies

uv venv
uv sync

2. Install pocketwise-finance from TestPyPI

uv pip install -i https://test.pypi.org/simple/ --extra-index-url https://pypi.org/simple pocketwise-finance

3. Run the app

uv run streamlit run main.py

The app will open in your browser at http://localhost:8501.

---

How to use

The dashboard walks you through three steps:

1. Upload a CSV file containing your transactions.
2. Review or edit the categorization rules (regex patterns mapped to spending categories).
3. View results — categorized transactions, a monthly summary table, and a bar chart.

---

Expected CSV format

Your file must include the following columns:

Column	Format	Example
date	YYYY-MM-DD	2026-03-01
description	free text	Mercadona purchase
amount	number	-35.60

Sample CSV:

date,description,amount
2026-03-01,Mercadona purchase,-35.60
2026-03-02,Netflix subscription,-12.99
2026-03-03,Salary,2500.00

Negative amounts are treated as expenses; positive amounts as income.

---

Sample data

A ready-to-use example file is included in the sample_data_example/ folder:

sample_data_example/
└── sample_transactions.csv

It contains 6 months of transactions (Jan – Jun 2026) across categories including Groceries, Transport, Subscriptions, and Eating Out. Upload it directly in Step 1 to see the app in action without needing your own bank export.