Personal Expense Tracker

Objective

To track my daily expenses and build automated report/tracker using transaction mails from bank.

Process

The process included the following :

  • Collect and process the gmail body html and convert it to readable text.
  • Identify patterns in body text to drill down information such as Amount, Mode, Source and Destination of transaction.
  • Build different visualizations to get view on Lifetime expenses, Savings, Mode of Expense and its contribution percentage.
  • Build report to get current month's daily and cumunlative amount and % of budget spent.

    • Key Insights

    • From July'19 to till date. I have spent around 46L INR. This includes all the transactions.
    • UPI Contributes to ~81% of my overall lifetime expense, followed by Credit Card (13%).
    • High-value transactions occur during daytime and evenings, peaking on Sundays after 8PM.
    • However, if we look at the number of transactions, most of them happened after 8PM on all days, peaking on Tuesdays.

    Graphs

    Total Expense : Monthly

    Day of Week vs Hour of Day : Transactions

    Automated Mail Report