cc-transactions-to-google-sheets

Google Apps Script code to parse Eurobank's credit card transaction emails into a Google Sheet.

Introduction

This project provides a Google Apps Script to automatically parse credit card transaction emails from Eurobank and log the transactions into a Google Sheet. This helps in keeping track of your expenses effortlessly.

Using npm Scripts

To manage and run the scripts in this project, you can use the following npm commands:

• npm run test: Runs the test suite to ensure everything is working correctly.
• npm run test:debug: Runs the test suite in debug mode.

Installing on Google Apps Script

Method 1: Using Google Apps Script Editor

1. Open Google Drive and create a new Google Sheet.
2. Click on Extensions > Apps Script to open the Apps Script editor.
3. Delete any code in the script editor and replace it with the code from this repository.
4. Save the project and give it a name.
5. Click on the clock icon to create a trigger that runs the script periodically.

Method 2: Using clasp (Command Line Apps Script)

1. Install clasp globally if you haven't already:

   npm install -g @google/clasp

2. Log in to your Google account:

   clasp login

3. Clone this repository and navigate to its directory:

   git clone <repository-url>
   cd cc-transactions-to-google-sheets

4. Link the local project to your existing Google Apps Script project:

   clasp link

5. Push the code to your Apps Script project:

   clasp push

6. Open the script project in the Apps Script editor:

   clasp open

7. Set up a trigger to run the script periodically by clicking on the clock icon in the Apps Script editor.

Setting Up Gmail Filters

To ensure that the script processes only the relevant emails, set up a Gmail filter:

1. Open Gmail and click on the search bar dropdown.
2. In the From field, enter the email address that sends the transaction emails, [email protected] in my case. Also add "Κινήσεις Καρτών" in the email subject field.
3. Click on Create filter.
4. Check Apply the label and create a new label, cc_transactions_report is the one set up in this project.
5. Save the filter.

The script will now process emails with this label and log the transactions into your Google Sheet.