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tanmay606/UPIx

UPIx simplifies expense management by automatically extracting UPI transactions from Gmail and organizing them into an Excel sheet with categorized spending. Future updates will include bank statement integration and AI-powered auto-categorization for smarter financial tracking. 🚀💰

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README

💰 UPIx - Automate UPI Expense Tracking

Fetch UPI Transactions from Gmail & Organize Expenses in Excel

📌 Overview
UPIx is a Python-based expense tracker that automatically extracts UPI transactions from Gmail and organizes them into an Excel sheet with categorized spending. It simplifies financial management by providing a clear breakdown of daily expenses, eliminating manual tracking.

Future updates will introduce bank statement integration and AI-powered auto-categorization for even smarter expense tracking. 🚀

📺 Watch the Demo Video: YouTube Link

🚀 Features (Version 2)

✅ Automated Expense Extraction – Fetches UPI transaction emails from Gmail.
✅ Excel-Based Expense Tracking – Organizes transactions in an Excel sheet with categorized spending.
✅ Simple & Lightweight – No third-party apps required; data stays on your device.

UPIx Screenshot

🔧 How It Works

  1. Connects to Gmail API – Fetches UPI transaction emails securely.
  2. Extracts Key Details – Captures transaction date, amount, and merchant.
  3. Exports Data to Excel – Structures transactions for easy tracking.
  4. Manual Categorization – Users assign categories for custom expense tracking.

📂 Tech Stack

  • Python – Core logic & automation
  • Gmail API – Fetches UPI transaction emails
  • Pandas & OpenPyXL – Excel data handling
  • Regex & String Processing – Extracts transaction details

🌟 Roadmap

✅ Version 2 (Current Release)

🔹 Fetch UPI transactions from Gmail
🔹 Extract transaction details (date, amount, merchant)
🔹 Save data in an Excel sheet for structured tracking
🔹 Users manually categorize transactions

🚀 Version 3 (Upcoming)

🔹 Bank Statement Integration – Upload CSV/PDF bank statements for transaction extraction
🔹 AI-Powered Categorization – Auto-classifies expenses based on spending patterns
🔹 Smart Suggestions – Learns user preferences to improve accuracy
🔹 UI/UX Enhancements – More intuitive interface for easy tracking

🔥 Why Use UPIx?

✔️ Automates financial tracking – Eliminates manual entry
✔️ Dual Input Support – Use either Gmail API or bank statements (upcoming)
✔️ Custom Expense Categories – Adaptable to your spending habits
✔️ Privacy-Focused – Your data stays on your device

💡 Contributions & Feedback Welcome! 🚀

📺 Watch the Demo Video: Click Here

Contributors

tanmay606

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