TransacFlow 💸📊

Automatically log your bank transactions from Gmail to Google Sheets

Stop manual expense tracking. TransacFlow reads transaction emails and logs them automatically. Free, private, and runs in your Google account.

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✨ Why TransacFlow?

• ✅ 100% Free - No subscriptions or hidden costs
• ✅ Privacy-First - Data never leaves your Google account
• ✅ 5-Minute Setup - Just 2 files to copy
• ✅ Smart Parsing - Extracts amount, merchant, card/account, date
• ✅ Multi-Bank - HDFC, Axis, ICICI, SBI built-in
• ✅ Never Duplicates - Logs each transaction once
• ✅ Auto-Runs - Checks every 10 minutes
• ✅ Analytics Dashboard - Instant insights with charts & trends
• ✅ Auto-Categorization - Smart merchant categorization
• ✅ Budget Tracking - Set & monitor spending goals

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🚀 Quick Setup (5 Minutes)

1. Create Google Sheet

• Go to sheets.google.com → New spreadsheet
• Name it "My Transactions" (or anything you like)

2. Open Script Editor

• In your sheet: Extensions → Apps Script
• A new tab opens with the script editor

3. Add Code Files

File 1: Rename Code.gs → Config

• Click on "Code.gs" in left sidebar
• Click the 3 dots (⋮) → Rename → Name it Config
• Delete all content and paste Config.gs from repository
• Update SHEET_ID: Replace 'YOUR_SHEET_ID_HERE' with your Sheet ID
  • Find it in your sheet URL: docs.google.com/spreadsheets/d/SHEET_ID_HERE/edit

File 2: Create Code.gs

• Click + → Script → Name it Code
• Paste Code.gs from repository
• Save (Ctrl/Cmd + S)

4. Run Setup

• Select setupAutomation from function dropdown
• Click Run (▶️)
• Grant permissions when asked (click "Advanced" → "Go to project" → "Allow")

5. Refresh Your Sheet

• Go back to your Google Sheet
• Refresh the page (F5)
• You'll see 📊 TransacFlow menu in the menu bar!

Done! ✨ Automation runs every 10 minutes. Use the TransacFlow menu to refresh dashboard or process emails manually.

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📊 What You Get

Your sheet automatically fills with:

Date	Time	Amount (₹)	Account/Card	Account Name	Merchant	Category	Source
01-Dec-2025	14:30	1,234.56	XX4523	HDFC Card	AMAZON	Shopping	HDFC Credit Card
01-Dec-2025	18:22	450.00	XX3085	Salary Account	SWIGGY	Food & Dining	HDFC UPI

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🏦 Supported Banks

Built-in support:

• HDFC Bank (Credit, Debit, UPI)
• Axis Bank (Credit Card)
• ICICI Bank
• SBI
• IndusInd Bank
• OneCard
• Paytm, Google Pay, PhonePe

Your bank not listed? Add it in 5 minutes - see docs/CUSTOMIZATION.md

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⚙️ Configuration

All settings in Config.gs (access via Extensions → Apps Script):

const SHEET_ID = 'YOUR_SHEET_ID_HERE';   // ⚠️ Required (one-time setup)
const EMAIL_SEARCH_DAYS = 90;             // How far back to search
const CURRENCY_SYMBOL = '₹';              // ₹, $, €, £
const LOG_LEVEL = 'INFO';                 // INFO, DEBUG, ERROR

Account Nicknames:
TransacFlow auto-creates an "Account Nicknames" sheet. Edit the "Custom Nickname" column to rename your cards/accounts - all transactions update automatically!

Custom Menu:
After setup, access TransacFlow functions from the 📊 TransacFlow menu in your sheet.

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📊 Analytics Dashboard (NEW!)

Get powerful insights from your spending data:

Run → updateDashboard()  // Creates comprehensive analytics dashboard

Dashboard includes:

• 💰 Monthly Summary - Total spent, average transaction, highest transaction
• 🏆 Top 5 Merchants - See where you spend the most
• 💳 Account-wise Spending - Compare usage across cards/UPIs
• 📊 Category Breakdown - Auto-categorized spending (Food, Transport, Shopping, etc.)
• 📈 6-Month Trends - Visual spending patterns with sparklines
• 🎯 Budget vs Actual - Set budgets and track your progress

Auto-Categorization:
Transactions are intelligently categorized based on merchant names (e.g., Swiggy → Food & Dining, Uber → Transportation). Run addCategoriesToTransactions() to categorize existing transactions.

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🔧 Available Functions

Access these from 📊 TransacFlow menu in your sheet:

• 🔄 Refresh Dashboard - Update dashboard for selected month
• 📧 Process New Emails - Manually process transaction emails
• 📈 Update Full Dashboard - Regenerate complete analytics

Advanced (via Extensions → Apps Script):

• setupAutomation() - Initial setup (run once)
• test_SingleEmail() - Test email parsing
• test_WriteToSheet() - Test sheet writing
• refreshAllNicknames() - Update all transaction nicknames
• addCategoriesToTransactions() - Add categories to existing transactions
• debug_EmailSearch() - Diagnose email search issues
• debug_ShowRawEmail() - View raw email content

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📖 Documentation

• Setup Guide - Detailed installation steps
• Customization - Add your bank
• FAQ - Common questions

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🆚 vs Other Solutions

Feature	TransacFlow	Zapier	Manual
Cost	FREE	$20-30/mo	Free
Privacy	Your account	3rd party	Secure
Setup	5 minutes	15-20 min	N/A
Automation	Every 10 min	Limited runs	Never
Analytics	Built-in dashboard	Limited	None
Customization	Unlimited	Limited	N/A

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🤝 Contributing

We welcome contributions!

Add Your Bank:

• Fork repo → Add pattern in BankPatterns.gs → Submit PR

Report Issues:

• GitHub Issues

Request Features:

• GitHub Discussions

See CONTRIBUTING.md for guidelines.

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⭐ Show Support

Free ways to help:

• ⭐ Star this repo
• 🐛 Report bugs
• 📢 Share with friends
• 🤝 Add your bank pattern

💡 TransacFlow will always be free and open-source. Donations fuel faster updates and new features!

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📝 License

MIT License - see LICENSE file.

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🔒 Privacy

• ✅ Runs entirely in YOUR Google account
• ✅ No external servers or third-party access
• ✅ No tracking or analytics
• ✅ You own all code and data

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📊 Stats

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💸📊 TransacFlow

Flow your transactions from Gmail to Sheets

⭐ Star • 📖 Docs • 🐛 Issues • 💬 Discuss

Happy Automating! 🚀