6110ef4bc2
Receipt-image to Google Sheets expense logger with HKD conversion. Includes SKILL.md, categories/schema reference, config template, and Python scripts for FX conversion (frankfurter.app) and Sheets append. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
40 lines
1.6 KiB
Markdown
40 lines
1.6 KiB
Markdown
# One-time setup
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## 1. Python deps
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```
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pip install google-api-python-client google-auth
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```
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## 2. Google Cloud service account
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1. Create (or reuse) a GCP project.
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2. Enable the **Google Sheets API** for the project.
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3. Create a **service account**; skip the optional IAM steps.
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4. In the service account, create a **JSON key** and download it.
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5. Move the key to a safe path, e.g. `~/.config/gcp/bookkeeping-sa.json`, then:
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```
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chmod 600 ~/.config/gcp/bookkeeping-sa.json
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```
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## 3. Prepare the Google Sheet
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1. Create a new Google Sheet (or open an existing one).
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2. Rename the first tab to `Expenses` (or update `worksheet` in config).
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3. In row 1 add headers matching `schema.md` columns A–N:
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`Date | Merchant | Category | Amount | Currency | Amount (HKD) | FX Rate | FX Date | Payment Method | Line Items | Raw OCR | Note | Receipt | Logged At`
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4. Open the service account JSON and copy the `client_email` value (looks like `...@...iam.gserviceaccount.com`).
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5. Click **Share** on the sheet and add that email as **Editor**.
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6. Copy the sheet ID from the URL: `https://docs.google.com/spreadsheets/d/<SHEET_ID>/edit`.
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## 4. Skill config
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```
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cd ~/.claude/skills/bookkeeping
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cp config.example.json config.json
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# edit config.json: sheet_id, service_account_path
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```
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## 5. Sanity check
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```
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echo '{"date":"2026-04-20","merchant":"TEST","category":"Other","amount":1,"currency":"HKD","amount_hkd":1,"fx_rate":1,"fx_date":"2026-04-20"}' \
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| python ~/.claude/skills/bookkeeping/scripts/append_row.py
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```
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You should see `OK Expenses!A2:N2` (or similar) and a new row in the sheet. Delete the TEST row when done.
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