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A personal budgeting tool made in Google sheets, also including python files for fetching and analyzing data from this tool

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📊 Google Sheets Budgeting Tool with Analysis

A comprehensive personal finance management system that combines a powerful Google Sheets dashboard with Python-based data analysis capabilities. This project showcases my expertise in financial data processing, API integration, and modern data analysis techniques.

🧾 Overview

  • Interactive Budgeting Dashboard: A feature-rich Google Sheets template for tracking, categorizing, and visualizing personal finances
  • Automated Data Pipeline: Python-based ETL (Extract, Transform, Load) system that integrates with Google Sheets API
  • Advanced Financial Analysis: Custom analytics module for deriving actionable insights from financial data

⚙️ Technical Features

  • Automated Data Import: Secure OAuth2 authentication with the Google Sheets API to fetch and update financial data
  • Robust Data Processing: Comprehensive data cleaning and transformation pipeline using pandas
  • Financial Analysis Tools: Custom functions for expense categorization, trend analysis, and financial ratio calculations
  • Error Handling & Logging: Production-grade error handling with detailed logging for troubleshooting
  • Type Safety: Static type checking with Python type hints for increased code reliability

🧠 Skills Demonstrated

  • Google Sheets Mastery: Advanced formulas, conditional formatting, and custom dashboard design
  • API Integration: Authentication, data fetching, and error handling with external APIs
  • Data Engineering: ETL pipeline design and implementation
  • Python Development: Modular, maintainable code with proper documentation
  • Data Analysis: Financial metrics calculation and statistical analysis using pandas
  • Production-Ready Code: Error handling, logging, and performance optimization

💼 Professional Applications

The skills demonstrated in this project directly translate to professional contexts:

  • Business Intelligence: Ability to create custom BI solutions that integrate with various data sources
  • Financial Analysis: Experience with financial data modeling and visualization techniques
  • Process Automation: Capability to build automated workflows that save time and reduce manual errors
  • Data Integration: Expertise in connecting disparate systems through APIs and data pipelines

✨ Key Learnings

  • API Security Best Practices: Implementation of secure authentication flows and credential management
  • ETL Design Patterns: Architectural approaches for reliable data extraction and transformation
  • Financial Data Modeling: Techniques for accurately representing and analyzing complex financial information
  • Performance Optimization: Methods for handling large datasets efficiently while maintaining system responsiveness
  • Documentation Excellence: Creating clear, comprehensive documentation that enhances code maintainability

📷 The Dashboard in Action

Main Dashboard Overview

Main Dashboard
The main dashboard provides a comprehensive view of financial health with key metrics and visualizations

Transaction Tracking

Transactions Page
Detailed transaction tracking with automatic categorization and filtering capabilities

Yearly Financial Overview

Yearly Overview
Annual financial summary with trend analysis and year-over-year comparisons

Savings Tracker

Savings Page
Dedicated savings tracker with goal-setting functionality and progress visualization


This project demonstrates my ability to bridge financial analysis with modern data engineering practices — skills that I can apply to solve real business problems involving data integration, analysis, and reporting.

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A personal budgeting tool made in Google sheets, also including python files for fetching and analyzing data from this tool

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