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Tool for syncing bank transaction data to Google Sheets with Plaid.

Project description

GSheets-Plaid

A spring break project to get my bank transaction data in Google Sheets without using Google Apps Script.

gsheets-plaid is a tool for getting your raw bank transaction data into a Google Sheets spreadsheet, to enable you to make your own formulas and charts for tracking spending, making goals, etc. This app is 100% free (assuming you don't already have a bunch of Google Cloud projects), but there is a bit of one-time setting up to do to get your Google and Plaid credentials in place.

The TUTORIAL contains all the instructions to get you from a fresh install of the package to bank transactions in a Google Sheets file.

Please open an issue if something isn't working or if the documentation isn't clear.


Publishing new releases

(for maintainers)

  1. Tag the main branch
git tag v[insert-version-here]
  1. Push latest commits with tags
git push origin --tags
  1. Build repo
python -m build
  1. Upload distribution archives to PyPi
python -m twine upload dist/*
  1. Create new release on GitHub

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