Skip to content

omergk28/lt-payment-reminder

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

7 Commits
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Payment Reminder (Life Tool Series Vol 1)

This script is a Google Sheets based Payment Reminder Script.

Purpose

Keep track of your payments and get email notifications within X days.

Setup/Usage

Go to https://sheets.google.com and create a new spreadsheet like the following, fill our your information and give a name to your spreadsheet.

CARDS/MERCHANT DUE DATE CURRENT BALANCE/RECURRING/AUTOPAY Minimum Due/Payment Payment URL
Credit Card 1 1 $0.00 $0.00 https://www.yourbank.com
Rent 7 R $500.00 https://payrent.com
Car Payment 7 $5,000.00 $200.00 https://carpayment.com
Car Insurance 9 A $100.00 https://carinsurance.com
Utility Bill 12 A $92.00 https://www.xfinity.com/
Credit Card 2 23 $0.00 $0.00 https://bankcard.com
Total $5,000.00 $892.00

Configuration/Options

Spreadsheet Options/Utilization

CURRENT BALANCE/RECURRING/AUTOPAY column have 3 options.

A                  => Auto pay, no reminders
R                  => Recurring payment, remind every time
Balance Amount > 0 => Sends a reminder
$0.00              => Balance paid, no reminders

Use option A for your autopay accounts, you will not receive a reminder for AutoPay, if you still want to get reminders for autopay items, use option R for recurring payments. For credit cards and other balance based payments, rule to receive a reminder is to have an amount > 0 to in CURRENT BALANCE/RECURRING/AUTOPAY column.

Spreadsheet Configuration

Firstly, configure your sheet name. You can move the columns around as you like, make sure to adjust column mappings accordingly. Column indexes start from 0.

Reminder Configuration

You can adjust within how many days due you would like a reminder, email address for your reminders, email subject and how many email you like to receive.

const emailSubject = 'Payment Reminder';
const remindWithinDays = 3;                 => sends an email if a payment is due within 3 days
const emailAddress = "yourmail@email.com";  => mails remidner to
const emailReminderPerPayment = true;       => sends an email per payment due, if false, you will receive a single email with all payment dues combined

Reminder Installation

Once you created your spreadsheet, on the top menu, click on Extensions > Apps Script

In Apps Script, Create a new file and paste the contents of payment-reminder.js, you can test your sheet and configuration by running dryRun.

Screenshot

To setup a daily reminder, run createDailyReminder function and confirm from the Triggers screen that your reminder is set!

Screenshot

That's all folks! Enjoy your reminder :)

About

A Google Sheets based Payment Reminder Script

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

 
 
 

Contributors