/PersonalFinanceAnalyst

Primary LanguageJavaScriptGNU General Public License v3.0GPL-3.0

PersonalFinanceAnalyst

What is it?

This is a set of scripts to transofrm Revolut monthly expense report to a easy read table. The goal is to automatically categorize personal expenses.

How to use

Prerequires

  1. Upload Spreadsheets to your Google Drive
  2. Create new project in Google scripts (https://script.google.com/) in your personal account and upload all scripts from repo there
  3. Download monthly reports from Revolut app in Excell format

Usage

  1. Fill in table IDs in main.gs
  2. Run main.gs

Categories update

  1. Add a few of your usual expense categories to the Budget template table
  2. Populate missing data in your newly created report with a new column with categories
  3. Run populateExpensesCfg.gs
  4. Updadte expensesCfg.gs with the output