Warning! This repo is not in a working state. Several changes need to be made in order for this to run.

A collection of scripts which parse and aggregate the data from various different bank and credit card statement sources and upload them to a Google Sheet.

Dependencies

• Install Python 3
• Install any remaining dependencies using pip.

Google Sheet Integration steps:

• Go to this google sheet and make a copy.
• In the helper_google_sheets.py file, replace the values of _c_and_t_id and _all_data_id with the GIDs of the C&T and All Data tab in your copied Google sheet.
• Go to Google Developer Console: https://console.developers.google.com
• New Project -> Activate Drive and Sheets API
• Create credentials
• service account -> name + role=editor
• create key and download json, reaname it as finance-scripts-auth.json and replace the existing file in this folder.

Steps to run the script:

• Download the statements from any of the supported bank websites (each bank's individual steps are written below).
• Save these statements in the statements folder.
• In the helper_parser.py file, you need to replace the values in the if statements with the format of your own report files.
• Run _main.py. This will import all the data from the statements in the folder and merge it with the data from the Expense tracking Google Sheet. The script will then upload back all this data to the spreadsheet.

Debugging:

• Instead of running the _main.py file, you can also run individual parsers to debug if something breaks.

Steps to download the statement from each website:

HDFC Savings Account:

• Enquire
• A/c Statement - Last 5 years
• Specific period: Last month
• Excel format

HDFC Credit Card:

• Cards
• Credit Cards
• Enquire
• View Statement
• Last month

Kotak Mahindra Savings Account:

• Statements > Account Statements
• Recent Transactions > Last Month
• Download Statements > Download > CSV
• Rename add random number at end

ICICI Savings Account:

• View Statement
• Update transaction date / Select Transaction Period
• View Detailed Statement
• Download details as: XLS file.