Spendlog

Personal budget tracker. Apple Pay payments arrive automatically from an iPhone Shortcuts automation and get a category on their own: first from your merchant rules, then from Claude, then Other.

Django 6 + Django templates, PostgreSQL. Project layout follows Two Scoops of Django: split settings and requirements, a custom user model, small apps with function-based views and a service layer.

Apps

App	What it does
core	TimeStampedModel, shared choices, month helpers, money formatting
users	Email-based custom user, login/logout. New users get default categories
categories	Categories with optional monthly budgets, merchant rules, auto-categorization (services.categorize_expense, ai.suggest_category_name)
currencies	NBP (National Bank of Poland) exchange rates, cached per day; converts every amount to PLN
transactions	Expenses and income in any supported currency: list with month/type/category filters, create, edit, delete
savings	Savings goals (car, apartment, cushion) with target, deadline, deposits and withdrawals, monthly amount needed
integrations	POST /api/apple-pay/ for the Shortcut, API token management
dashboard	Month overview: spent, income, saved, left, budget left, spending by category, goals, latest transactions

Local setup

python3.13 -m venv .venv
.venv/bin/pip install -r requirements/local.txt
cp .env.example .env
createdb spendlog
.venv/bin/python manage.py migrate
.venv/bin/python manage.py createsuperuser
.venv/bin/python manage.py runserver

Tests (endpoints only, run on Postgres):

DJANGO_SETTINGS_MODULE=config.settings.test .venv/bin/python manage.py test

Environment

Variable	Notes
SECRET_KEY	required
DATABASE_URL	required, e.g. postgres://user@localhost:5432/spendlog
ALLOWED_HOSTS, CSRF_TRUSTED_ORIGINS	comma-separated, production
ANTHROPIC_API_KEY	optional. Without it, unknown merchants go to Other
CATEGORIZER_MODEL	defaults to claude-opus-5

Currencies

Supported: PLN, EUR, USD, UAH, GBP, CHF, CZK. Each transaction and savings entry keeps the original amount and currency plus amount_pln and the NBP table A mid rate of that day (or the last published day before it). All totals use amount_pln. If NBP is unreachable, the last stored rate is used; with no stored rate at all the form shows an error and the Apple Pay endpoint answers 503.

Languages

English, Polish and Ukrainian (locale/). Default category names are stored in English and translated when shown.

Categorization

1. Merchant rules: the longest rule whose text is contained in the merchant name wins.
2. Claude picks one of your expense categories. The answer is saved as a rule, so the same merchant never costs a second API call.
3. Fallback category Other.

Ticking “Always use this category for this merchant” on a transaction also creates or updates a rule.

Apple Pay Shortcut

Create a token on the Apple Pay page, then on the iPhone: Shortcuts → Automation → + → Transaction → Run Immediately → Get Contents of URL:

• URL: https://<your domain>/api/apple-pay/, method POST
• Header Authorization: Token <token>
• JSON body: amount = Amount, merchant = Merchant, card = Card or Pass. The currency is detected from the amount text (€12,50, 200 ₴, PLN 18.50) or can be sent as currency.

The response has a message field (Żabka · 18,50 zł → Groceries) that can be shown with Show Notification. Only tap-to-pay with the iPhone triggers the automation; add physical card, BLIK and transfers manually.

Deploy

The Dockerfile runs migrations and gunicorn on port 8000 with config.settings.production. It is meant for a Coolify app on tinynest with a Postgres resource and a Cloudflare Tunnel hostname. HTTPS is required for the Shortcut.