jameshanlon / finances

Fetch personal finance data from Google Sheets and generate a set of summary HTML reports.

Personal finances

Fetch personal finance data from Google Sheets and generate a set of summary HTML reports.

Getting started

Setup NPM:

$ wget -qO- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.7/install.sh | bash
...
$ npm install 20
...
$ npm install
...

Setup environment:

$ make install
$ make test

Fetch data from spreadsheets, eg:

$ make fetch-all
$ make fetch-latest

Run a server to view the HTML:

$ make serve

Read all pickled data and generate the HTML report:

$ python main.py

Google sheets API access

Access data held in Google Sheets using the gspread Python package.

Setup API access using these instructions for OAuth2:

https://docs.gspread.org/en/latest/oauth2.html#enable-api-access-for-a-project

Or as a service user (sidesteps issues with expiring keys and making the app public):

https://docs.gspread.org/en/latest/oauth2.html#for-bots-using-service-account