Import reviewed account statements without counting transfers twice
At a glance
A household-budget tutorial separates Claude's transaction classification from a duplicate-checking Google Sheets importer. This workflow is listed under Money & Bills, Spreadsheets, Life Admin.
- Agents / tools
- Claude, Google Sheets, Google Apps Script
SourceBuilding a tool for these workflows? See weekly rates.
What they did
1) Export account statements manually and create editable Google Sheets tabs named Input and Transactions. Use eight consistent headers: date, type, description, amount, currency, account, category and memo. 2) Have Claude generate a bound Apps Script importer that reads JSON from Input!A1, maps those headers, skips existing date-description-amount-account keys, appends remaining rows, preserves date strings, sorts by date and reports added/skipped counts. Install it through Extensions > Apps Script. 3) Give Claude the period, accounts and currencies. Classify purchases as expenses and card repayments or account transfers as transfers; keep currencies separate. 4) Feed one account's statement at a time. Review the combined table, correct uncertain categories, then request JSON with matching keys and numeric amounts. 5) Paste it into Input!A1, authorize and run the importer. Review the counts and sorted ledger.
Worth knowing
The source's translated examples use inconsistent header languages. Align script headers and JSON keys before importing. Statement collection remains manual.
