AutoACCT/scripts/setup.md

One-time setup

1. Python deps

pip install google-api-python-client google-auth

2. Google Cloud service account

1. Create (or reuse) a GCP project.
2. Enable the Google Sheets API for the project.
3. Create a service account; skip the optional IAM steps.
4. In the service account, create a JSON key and download it.
5. Move the key to a safe path, e.g. ~/.config/gcp/bookkeeping-sa.json, then:

   chmod 600 ~/.config/gcp/bookkeeping-sa.json
   

3. Prepare the Google Sheet

1. Create a new Google Sheet (or open an existing one).
2. Rename the first tab to Expenses (or update worksheet in config).
3. In row 1 add headers matching schema.md columns A–N: Date | Merchant | Category | Amount | Currency | Amount (HKD) | FX Rate | FX Date | Payment Method | Line Items | Raw OCR | Note | Receipt | Logged At
4. Open the service account JSON and copy the client_email value (looks like ...@...iam.gserviceaccount.com).
5. Click Share on the sheet and add that email as Editor.
6. Copy the sheet ID from the URL: https://docs.google.com/spreadsheets/d/<SHEET_ID>/edit.

4. Skill config

cd ~/.openclaw/workspace/skills/bookkeeping
cp config.example.json config.json
# edit config.json: sheet_id, service_account_path

5. Sanity check

echo '{"date":"2026-04-20","merchant":"TEST","category":"Other","amount":1,"currency":"HKD","amount_hkd":1,"fx_rate":1,"fx_date":"2026-04-20"}' \
  | python ~/.openclaw/workspace/skills/bookkeeping/scripts/append_row.py

You should see OK Expenses!A2:N2 (or similar) and a new row in the sheet. Delete the TEST row when done.