Auto Finance Processor

Problem

What needed to be solved

Tracking personal finances from monthly bank CSV exports can become repetitive and error-prone when transactions must be manually categorized, entered into monthly sheets, summarized, and archived.

Solution

How I approached it

Built a Python automation script that processes monthly bank CSV files, applies configurable categorization rules, uploads transactions into Google Sheets, updates finance summaries, prevents duplicate processing, and archives completed files.

Highlights

What it demonstrates

• Automated transaction import from monthly bank CSV files
• Applied custom categorization rules using configurable JSON settings
• Uploaded categorized transactions into month-specific Google Sheets tabs
• Prevented duplicate processing by tracking completed files
• Updated yearly summary information from spreadsheet data
• Archived processed CSV files into year-based Completed folders
• Protected local configuration and service-account credentials through ignored files

Tech Stack

Tools used