How I AUTOMATE my FINANCES USING PYTHON

Today, we will learn how you can automate your personal finances using PYTHON and Google Sheets.

Premium Resources to Become a Software Engineer from Scratch:

Make Python your (unpaid) financial manager!

3. Clean up data in Python using DATA SCIENCE
4. Extract data to Google Sheets via gspread
5. Customize the financial spreadsheet to your liking and make your app categorize transactions automatically!

CHAPTERS:
0:00 What you will learn
1:00 Set up Transaction data Access
3:00 Set up Google Sheets API Access
5:15 SPONSOR: Mailgun
6:25 Clean up data in Python using Data Science Magic
8:10 Make your app INTELLIGENT
9:28 Extract data to Google Sheets (using magic)
13:30 Make your app even better (ideas)

OTHER VIDEOS

WHO AM I?
On this channel, my aim is to give you the tools, strategies and methods to learn to code effectively - according to science! In addition, I document my life as a self-taught software engineer.

DISCLAIMER: some of the links in the description may be affiliate links. If you purchase a product or service using the links that I provide I may receive a small commission. This is no extra charge to you! Thanks for supporting Internet Made Coder :)

Tags: python automation projects, automate the boring stuff with python, learn python, python data analytics, google sheets API, python finance, python csv tutorial, python automation, automate your life, learn python fast, python fundamentals, bash scripting, learn to code, coding projets, coding project ideas, python tutorial, desktop automation, coding tutorial, python 101, how to automate tasks for beginners

[InternetMadeCoder]

Thank you to Mailgun for sponsoring this video! Try Mailgun today by using my link Mailgun.com/internetmadecoder

[mrab]

Some suggestions: 1. Name the file 'hsbc_2022-06.csv' because it'll be easier to sort the files that way. 2. Don't use float for money, use Decimal from the decimal module to avoid rounding errors. 3. Lookup the categories in a dict using "category = CATEGORIES.get(name, 'other')". You can do something similar to lookup clearer names. 4. The best date format is YYYY-MM-DD because it's simpler to sort.

[saf]

Thank you so much, I’m interested in AI application in automating the “boring” things and definitely your videos are helping out. Glad I discovered your channel! 👍

[tbagind]

If anyone gets a cannot convert to float error, it's reading the column header which is a string. so add this line to skip the headers.

headers = next(csv_file)
for row in csv_reader:

[gonzalocacheiro]

This is awesome!! Recently I finished a python course, and was looking for projects to keep learning. I'll watch the rest of your channel with great interest :)

[brunopaluco]

Awesome! It's so useful to me! This GSPREAD library is everything that i want.
THANK YOU SO MUCH!

[FrocketGaming]

Few other items I ran into with Google Sheets. You might also need to activate Drive API and Sheet API after you get your JSON file. Thankfully the error messages for gspread are clear if you run into these issues.

[CarlaLciel]

Just realized my bank is way behind because I've been coping am pasting my transactions instead of them just providing the option to download the data... Cool video!

[amoralmemes]

Thanks for the awesome video footage! Now I know more about Python🥰

[InternetMadeCoder]

Some great suggestions like using Pandas to showcase data instead - you are most likely right, I wasn't aware of Pandas while making this! Also people have said Excel, I don't have Excel and I don't want to pay for it so hence I used Sheets.

[oysteinbergesen]

Great video! New user of Python here. The program seems to work except only the last line of the csv file is added to the Google Sheets-file, anyone have any idea what could be the reason for this?

[OmarEdrees]

Does this sync your transaction data to your google sheet live? or do you need to export new transaction every time?

[Daniel-Deshaun]

Ayeee I was trying to figure out how to do this exact thing in JavaScript!

[Moist_yet_Crispy]

Crazy powerful. Subscribed and liked, looking forward to your future content. More python tutorials like this man. You have me hook line and sinker. Loved this video sir. <3

[chrisng]

I'm having trouble moving my json file into the correct directory (on mac).
Every time I try and make a new directory I get the error: "mkdir: /.config: No such file or directory"
The command I use is: "mkdir ~ /.config/gspread" and then I intend to move the file to that directory. Any tips or help would be appreciated.

[hecticenergy]

If/else seems like a terrible approach for categorizing. Use key value pairs to map name to category, then index off that to grab the category.
Could even put that as a sheet in your workbook so you can more easily maintain it from there.
Definitely gave me some ideas next time o take a stab at automating my budgeting workflow! Thanks for the inspiration!

[ezeohasantiago]

Can you do this in Excel instead of google sheets? And secondly is it possible to import into your spreadsheet in real time?

[sohamjobanputra]

you content is really inspiring for me, thanks for this video, please keep making projects like this, love you from India 😀.

[phabeondominguez]

Outstanding video, the project to track yo expenditures is both brilliant and very eye opening.. keep at it

oNe

[paulmogianesi]

Followed steps exactly, get a Refresh Error during runtime while trying to run the sh=sa.open line, I have the sheet name correctly referenced and did everything as instructed in the video. Any tips?