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πŸ’³ Credit Card Activity Merger & Categorizer

This Python project merges multiple credit card CSV exports into a unified dataset, applies category mappings (by card issuer and transaction description), filters by date, and uploads the result to a specified Google Sheet.


🧰 Features

  • πŸ“ Merges multiple credit card CSVs (across years, cards, folders)
  • πŸ—‚οΈ Applies standardized categories (via category_map.yml)
  • πŸ” Supports both category-based and description-based mapping
  • πŸ“… Filters data by year/month/day via config.yml
  • 🧼 De-duplicates and sorts transactions chronologically
  • πŸ“€ Uploads clean data to a specified tab in a Google Sheet
  • βœ… Skips rows already uploaded (prevents duplicates)
  • πŸͺ΅ Rich emoji-based CLI logging

πŸ“‚ Project Structure

.
β”œβ”€β”€ merge_cards.py             # Main script to merge and categorize transactions
β”œβ”€β”€ upload_to_g_sheet.py      # Script to upload merged data to Google Sheets
β”œβ”€β”€ config.yml                # User config (year, sheet name, etc.)
β”œβ”€β”€ category_map.yml          # Category rules: by category + by description
β”œβ”€β”€ final_output/
β”‚   └── all_cards.csv         # Output of merged and categorized data
β”œβ”€β”€ card_data/
β”‚   β”œβ”€β”€ Amex/
β”‚   β”‚   └── 2024/...
β”‚   └── Chase/
β”‚       └── 2025/...
└── credentials.yml           # Google API credentials (excluded via .gitignore)

βš™οΈ Setup Clone this repo:

git clone https://github.com/your-username/cc-merge.git
cd cc-merge

Create a virtual environment:

python3 -m venv cc_merge
source cc_merge/bin/activate

Install dependencies:

pip install -r requirements.txt

Set up your configuration:

config.yml for year/month/day filters and Google Sheet details

category_map.yml to control how categories are simplified

credentials.yml for Google Sheets access (OAuth2)

πŸ“ License MIT License

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Merge Credit Card Activity from multiple cards to a single sheet

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