https://github.com/rishic3/expendo
https://github.com/rishic3/expendo
Last synced: 4 days ago
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- Host: GitHub
- URL: https://github.com/rishic3/expendo
- Owner: rishic3
- Created: 2025-01-03T18:49:55.000Z (over 1 year ago)
- Default Branch: main
- Last Pushed: 2025-01-04T07:36:31.000Z (over 1 year ago)
- Last Synced: 2025-01-04T16:55:04.122Z (over 1 year ago)
- Language: Python
- Size: 338 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
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README
# expendo 💸
Personal automation tool to track my expenses.
Parses credit card transaction history file, infers expenditure categories based on the transaction metadata (text embedding similarity based on description), and uses the Google API Client to update an expenses spreadsheet.
## Usage
1. Setup environment:
```shell
cd python
conda create -n expendo python=3.11 -y
conda activate expendo
pip install -r requirements.txt
```
2. For first time usage, create `credentials.json`. Navigate to: [Google Cloud console](https://console.cloud.google.com/apis/) > Credentials > Create credentials > OAuth client ID. Upload to `python/auth/credentials.json`. Expendo will cache the auth token on first sign-in.
3. Upload transaction history as CSV.
4. Run `main.py`, or to run interactively, `main.ipynb`.
## Todo:
- More generalizable approach (lightweight web search?) to infer categories.
- Auto-pull monthly transaction history somehow - Fidelity doesn't have a public API :(.
- Annual summary - totals, spending trends, highest months, etc.