chipsy-finsy

Chipsy finsy is simple financial recording templates using google sheets and app script

Features

1. Automate regular monthly billing (subs, etc)
2. Parse email-based receipt (grab, etc)
3. Create monthly report and send it to your email
4. Monitor current investment value (stocks,mf)

How to use

1. Go to this sheet template link http://bit.ly/chipsy-finsy-sheet
2. Click File and choose "Make A Copy", this will add the template to your own drive
3. Open "Copy of Financial Sheets Template" sheet file on your own Google drive
4. Click "Tools > Script Editor"
5. Change the name and email constant in Code.gs, (if you can't find Code.gs and monthly_report.html file you can get it here)
6. Done, now you can adjust the sheet to reflect your own financial condition
7. Don't forget to authorize the script

Sheets Guide

This is the guide to adjust the sheet easily

1. Go to "Savings" sheet and adjust cell A3:D10 to reflect your saving account, adjust cell B17:B24 to adjust initial/current value
2. Go to "Cash and E-money" sheet and adjust cell A3:D16 to reflect your emoney account, adjust cell B23:B36 to adjust initial/current value
3. Go to "Investment" sheet and adjust cell A3:D9 to reflect your investment account, adjust cell B16:B22 to adjust initial/current value
4. Go to "Subscription" sheet and adjust cell A2:D4 to reflect your monthly subscription / spending, adjust cell F2:H2 to adjust your monthly income

Guide to record your transaction

After finishing the setup you only need to record your transaction, The only sheet that need to be updated are "Savings" , "Cash and E-money", and "Investment", it serves as transaction log that will automatically update the whole debit credit thingy

Schedule The Automation

1. Click triggers on the sidebar
2. Click Add Trigger:
   1. Choose which function to run: putDailyGrabfoodTransaction
   2. Choose which deployment should run: Head
   3. Select event source: Time-driven
   4. Select type of time based trigger: Day timer
   5. Select time of day: 11pm to midnight

Above is the example trigger configuration to set daily cron job to extract Grabfood receipt and add it to Cash and E-money transaction log

Recommended Configuration

Function	Description	Recommended Trigger
putMonthlySpending	Automatically adding all monthly spending in "Subscription" sheet to transaction log in "Savings" sheet every month	Month Timer
putMonthlyIncome	Automatically adding all monthly income in "Subscription" sheet to transaction log in "Savings" sheet every month	Month Timer
generateMonthlyReport	Automatically create monthly report every month	Month Timer
sendMonthlyReport	Automatically send monthly report to your email	Month Timer
putDailyGrabfoodTransaction	Automatically parse grabfood receipt from your email and add it to transaction log in "Cash and E-money" sheet every day	Day Timer