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**WalletWatcher** is a personal finance data extractor and summarizer that automatically fetches transaction-related emails, parses financial details, and sends a daily summary of your expenses. This is a prototype for building a full SaaS solution capable of handling data from emails, SMS, WhatsApp, and other sources.

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Mahikolhe23/WalletWatcher

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WalletWatcher

WalletWatcher is a personal finance data extractor and summarizer that automatically fetches transaction-related emails, parses financial details, and sends a daily summary of your expenses. This is a prototype for building a full SaaS solution capable of handling data from emails, SMS, WhatsApp, and other sources.


🔍 Features

  • ✅ Fetch transaction data from Gmail inbox
  • ✅ Parse credit/debit amounts from alert emails
  • ✅ Store in a structured DataFrame
  • ✅ Email daily expense summaries to user
  • 📈 Future: Integrate with SQL Server and create dashboards
  • 💬 Future: Fetch from SMS, WhatsApp, PDFs

📂 Project Structure

walletwatcher/
├── src/                # All scripts for fetch, parse, push, summarize
├── data/               # Raw and processed data
├── config/             # Store credentials securely (not committed)
├── main.py             # Main orchestration script
├── requirements.txt
├── README.md
└── .gitignore

⚙️ Setup Instructions

1. Clone the Repository

git clone https://github.com/yourusername/walletwatcher.git
cd walletwatcher

2. Create a Virtual Environment (Optional but Recommended)

python3 -m venv venv
source venv/bin/activate

3. Install Dependencies

pip install -r requirements.txt

4. Set Up Email Access

For testing:

  • Use app-specific password or allow less secure apps for Gmail (temporary).
  • Store your credentials in config/credentials.json or use .env.

5. Run the App

python main.py

🛡️ Security Note

Never hardcode or push email passwords to Git. Use environment variables, .env, or a secure vault manager like keyring.


🛠️ Roadmap

  • Email transaction parser
  • Load to SQL Server raw → bronze → silver → gold layers
  • Dashboard in Power BI or Streamlit
  • Add SMS and WhatsApp data support
  • SaaS version with user accounts

🙌 Contribution

This is a personal learning project. You’re welcome to fork and extend it for your own finance tracking or portfolio use.


📜 License

MIT License – feel free to modify and reuse with attribution.

About

**WalletWatcher** is a personal finance data extractor and summarizer that automatically fetches transaction-related emails, parses financial details, and sends a daily summary of your expenses. This is a prototype for building a full SaaS solution capable of handling data from emails, SMS, WhatsApp, and other sources.

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