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Lära Challenge: Automate Expense Categorization | Automating Accounting Workflows
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Python for Accountants

bookChallenge: Automate Expense Categorization

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You are tasked with automating the categorization of business expenses for an accounting workflow. You will work with a CSV file containing raw expense transactions. Your script must read the data, clean it, categorize each expense based on keywords found in the transaction description, aggregate totals by category, and export a summary report as a new CSV file.

  • Assign each expense to a category by analyzing the Description field for specific keywords.
  • Ensure that only rows with both Amount and Description present are processed.
  • Calculate the total amount spent in each category.
  • Output a summary CSV file with the aggregated totals by category.

Lösning

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Hur kan vi förbättra det?

Tack för dina kommentarer!

Avsnitt 1. Kapitel 5
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bookChallenge: Automate Expense Categorization

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Uppgift

Swipe to start coding

You are tasked with automating the categorization of business expenses for an accounting workflow. You will work with a CSV file containing raw expense transactions. Your script must read the data, clean it, categorize each expense based on keywords found in the transaction description, aggregate totals by category, and export a summary report as a new CSV file.

  • Assign each expense to a category by analyzing the Description field for specific keywords.
  • Ensure that only rows with both Amount and Description present are processed.
  • Calculate the total amount spent in each category.
  • Output a summary CSV file with the aggregated totals by category.

Lösning

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Var allt tydligt?

Hur kan vi förbättra det?

Tack för dina kommentarer!

Avsnitt 1. Kapitel 5
single

single

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