bradley39e / google-sheets-finance-automation

Sheets tutorial

Prerequisites

• A file named expenses.csv in the same folder with the item name and the amount, separated by a comma.
• A file credentials.json in the same folder.

1. Setup Google Cloud Project

• Create a new project on https://console.cloud.google.com/. Don't forget to switch to this project afterwards
• Enable the Google Sheets API
• OAuth consent screen -> External -> Fill out required fields with an email, also add this email under Test users.
• Create credentials: Credentials -> OAuth 2.0 Client IDs -> Desktop App. Download the json file and save it as credentials.json file in the project folder.

(2. Optional: Create a virtual environment)

python3 -m venv venv
. venv/bin/activate

3. Install requirements

pip install --upgrade google-api-python-client google-auth-httplib2 google-auth-oauthlib

4. Authorize the app and create the sheet

Run

python create_sheet.py

The first time you run this a browser will open and you have to login.

It creates and prints the sheetId. Copy this Id and put it in update_sheets.py, line 9.

5. Update the sheets file

Run

python update_sheets.py

References

• Python Quick Start
• Update Cells
• Cell Formatting
• Pivot Tables