bean-counter

This experimental project aims to answer simple financial questions from the household budget.

• Munge the Google Budget spreadsheets to a single CSV
• Use Sketch to generate Python code to run analysis and plots

Usage

Run the development server:

uvicorn src.bean_counter.main:app --port 7998 --reload

Run

To ingest all costs from the Family Google Sheets, run with httpie:

http POST http://127.0.0.1:7998/run

Google Sheet API access

1. Enable the Google Drive API and Google Sheets API for the Google Project

2. Add a service account to the Google Project

• https://console.cloud.google.com/iam-admin/serviceaccounts/create?project=bean-counter-387506

  • Create a new key to the service account
  • Download the JSON file and save it to ./config/service_account.json

• Google Project Dashboard

  • https://console.cloud.google.com/apis/dashboard?project=bean-counter-387506

• Google APIs

  • https://console.cloud.google.com/apis/library/drive.googleapis.com?project=bean-counter-387506
  • https://console.cloud.google.com/apis/library/sheets.googleapis.com?project=bean-counter-387506

Resources

• Fam Budget

  • https://docs.google.com/spreadsheets/d/190QeHTRisFY3KwGO3M7wIgrJtvgKg7Dn5Q2a6VC3FWc/edit?usp=drive_web&ouid=108193035389652268079

• Use Google Apps Script to make HTTP requests to trigger munge

  • https://stackoverflow.com/a/23917434

• Using FastAPI with AWS SAM the Easy Way!

  • https://www.sensibledefaults.io/blog/fastapi-mangum-aws-sam/index

• Deploy FastAPI on AWS Lambda

  • https://www.youtube.com/watch?v=RGIM4JfsSk0

AWS Lambda

If you have the credentials, run mine:

• https://ixbcimiswyj7g3yp2q2k7d3lgy0dwexa.lambda-url.eu-west-2.on.aws

After installation/credentials set up AWS CLI v2:

• aws lambda list-functions

To manually create and run Lambda in Management Console

Already created the Lambda and need to update it?

bash make update-lambda

1. Get Python 3.10 packages (see ./aws/3.10-requirements.txt)

2. Create zip file lambda_function.zip:

   pip install -t lib -r 3.10-requirements.txt
   
   (cd lib; zip ../lambda_function.zip -r .)
   
   (cd src/bean_counter; zip ../../lambda_function.zip -u main.py; zip ../../lambda_function.zip -u .env; cd -)
   
   zip lambda_function.zip -r config
   

3. Upload it to S3 with:

   aws s3 cp lambda_function.zip s3://projects-bean-counter/lambda_function.zip

4. Create the Lambda function:

5. Upload by giving it S3 address

   aws lambda update-function-code --function-name bean-counter --s3-bucket projects-bean-counter --s3-key lambda_function.zip

6. Tweak Configuration (Memory, Timeout)

7. Deactivate/Reactivate (Optional)

   Deactivate:

   aws lambda put-function-concurrency --function-name bean-counter --reserved-concurrent-executions 0

   Reactivate:

   aws lambda put-function-concurrency --function-name bean-counter --reserved-concurrent-executions 10
   

Sample summary gsheet

Generated from https://jakebathman.github.io/Markdown-Table-Generator/

Direction	Name	Category	Date	GBP
Outgoing	Petrol		05/23	400
Incoming	Salary		03/23	3,500
Incoming	Carry over from Joint		12/22	400