Expense Tracker (from Google Keep to Google Sheets w/AI)

AI-powered Expense Tracker: automates expense tracking by fetching notes from Google Keep, categorizing expenses using AI (Llama 3), and exporting to Google Sheets. Simplify your monthly budgeting with minimal effort!

How it works

1. Create a new Google Keep note on the first day of the month. Use a consistent naming convention (e.g., "01-january", "02-february").
2. Throughout the month, add your expenses to the note in this format:

   20 hairdresser
   48 clothes
   10 groceries
   

3. At the end of the month, run this script to categorize and export your expenses to Google Sheets.

Prerequisites

• Python 3.x
• Docker (for obtaining Google tokens)
• Ollama (for automatic expense categorization)

Setup

1. Clone the repository:

   git clone https://github.com/sofiabaezzato/simple-expense-tracker.git
   cd expense-tracker
   

2. Create and activate a virtual environment:
   • On Windows, in Powershell:

     python -m venv venv
     .\venv\Scripts\activate
     

   • On macOS/Linux:

     python -m venv venv
     source venv/bin/activate
     

3. Install dependencies:

   pip install -r requirements.txt
   

4. Set up your .env file with the required tokens (see "How to get Google tokens" below).

How to get Google tokens (for Google Keep Notes)

1. Obtain your Google OAuth token:

   • Visit this Google page
   • Sign in with your Google credentials
   • Click "I agree" when prompted
   • Inspect the page > Application > Cookies > Copy the oauth token

2. Use Docker to generate your master token:

   docker run --rm -it python:3 /bin/bash -c "pip install gpsoauth && python3 -c \"import gpsoauth; print(gpsoauth.exchange_token(input('Email: '), input('OAuth Token: '), input('Android ID: ')))\""
   

   • Enter your Google Keep email, OAuth token, and a randomly generated 16-digits hexadecimal Android ID when prompted
   • The resulting aas_et/ token is your master token

3. Add your Google Keep email and your master token to your .env file:

   GKEEP_EMAIL=your_oauth_token_here
   MASTER_TOKEN=your_master_token_here
   

Setup Google Sheets API

1. Create a new project in Google Cloud Console
2. Enable API and services in the project dashboard
3. Enable Google Sheets API and create credentials (make sure to grant Editor access to the account)
4. Create and download the keys file
5. Import the keys file in your project folder and name it g-sheets-credentials.json
6. Share the Google Sheet with the Service Account previously created
7. Add the sheet id (SHEET_ID) you want to write on in the .env file

Install Ollama

1. Install Ollama
2. Pull the Llama 3 model: ollama pull llama3
3. Start the Ollama service: ollama serve

Usage

1. Ensure your virtual environment is activated
2. Make a copy of the TEMPLATE sheet in your worksheet and give it the name of the month as a title
3. Run the script: python init.py
4. Enter the title of your Google Keep note and the title of the sheet when prompted

Note: you can also run read_keep.py and write_sheets.py individually for testing purposes.

Customization

You can customize expense categories by editing the categories.yaml file in the project root. You can also edit the AI prompt in the prompt_template.txt file.

Troubleshooting

If you encounter any issues, please check the following:

• Ensure all tokens in your .env file are correct and up to date. Your env file should look like this:

  MASTER_TOKEN=<your master token>
  GKEEP_EMAIL=<your Google Keep email>
  SHEET_ID=<id of your Google Sheet>
  

• Verify that Ollama is running and the Llama3 model is installed

For further assistance, please open an issue on the GitHub repository.

Contributing

Please feel free to submit a pull request.

License

This project is licensed under the MIT License - see the LICENSE file for details.