[Axis] Automatic credit card transaction and rewards tracker

[ChurningNoob]

TLDR –

• Every hour all credit card transactions are automatically fetched from your email
• Transactions are added to google sheet
• Expected default rewards generated and milestones achievement calculated
• The emails processed are labeled so that there no duplicate transactions
• Project moved here : https://github.com/TheSidd/EmailExpenseTracker

Drawbacks –

• Refunds cannot be calculated as no email
• If email template is changed by the bank, need to modify script

Security & Privacy –

• Main reason to create this and not rely on third-party apps
• Everything remains private in your account

Before you begin –

• Ensure only one google account is logged in the browser, else you need to log out or use incognito
• Open excel (https://docs.google.com/spreadsheets/d/1h4Rc5-t5V5irzd3_uzzTDJo5a6QKwiFSI4EIc4mLn84/edit?usp=sharing)
• Click on File – Make a copy and copy the URL.
• Open https://github.com/TheSidd/EmailExpenseTracker in new tab

Steps –

1. Visit script.google.com in browser where only one google account is logged in
2. Click on Create app scripts
3. Replace Code.gs content with https://gist.github.com/TheSidd/d439779aa048ebcbe9a51ff0514c5751#file-code-gs
4. Paste your copied excel URL in line 62
5. Click Save
6. Left panel Files – Click on Add a file (+ icon) – then HTML – Rename with messages and replace contents from https://gist.github.com/TheSidd/d439779aa048ebcbe9a51ff0514c5751#file-messages-html
7. Left panel Files – Click on Add a file (+ icon) – then HTML – Rename with parsed and replace contents with https://gist.github.com/TheSidd/d439779aa048ebcbe9a51ff0514c5751#file-parsed-html
8. Click Save icon

Now your script should look like this

1. Click on Deploy – New Deployment
2. Now on the pop up click on Setting – select Web App – Provide description and click Deploy
3. Now Authorize access to script, you will receive warning
4. Click on Advance – then Click Go to Project-name (unsafe)
5. Click on allow
6. A URL should be generated, open and you should see your transactions.
7. Click on Save data to Sheet
8. Verify the data in excel

Should look like this, but with data filled



If everything is good so far, we can trigger this every hour.

1. Back to the script page
2. On left panel click on Triggers (Clock icon)
3. Add trigger
4. Select and save the trigger with these options

EDIT : Choose which deployment should run - click dropdown and select your latest deployment.


This will trigger the script and fetch details every hour.

So how will it look finally?

 

[rayhan12]

I tried, but I'm stuck on step 4.

 

[rayhan12]

I tried, but I'm stuck on step 4.

Figured out.

 

[rayhan12]

Everything was done as per the steps still cant see anything in the sheet. or anywhere.

 

[ChurningNoob]

Everything was done as per the steps still cant see anything in the sheet. or anywhere.

This is will track only axis buddy, I do same for other cards too but I will need those email alerts

 

[rayhan12]

lol, I just read the script and it was only for axis. Please make it for sbi, icici, etc.

 

[rayhan12]

This is will track only axis buddy, I do same for other cards too but I will need those email alerts

Much appreciated sidd.

 

[ChurningNoob]

lol, I just read the script and it was only for axis. Please make it for sbi, icici, etc.

Axis is my daily driver so I have done only axis for me, its doable for all other cards too but if people are interested

 

[TheMentalist]

Axis is my daily driver so I have done only axis for me, its doable for all other cards too but if people are interested

Is it able to track rewards separately for each card if hold multiple Axis CC?

 

[ChurningNoob]

Is it able to track rewards separately for each card if hold multiple Axis CC?

Nope. The formula is only for Magnus, but you can change the formula in "axis rewards" tab column G

 

[TechnoFino]

cool script, it can be helpful for many

 

[visvin]

I'm getting the below error. Please can you take a look and let know what am I doing wrong?

TypeError: Cannot read properties of undefined (reading 'length')
saveDataToSheet @Code.gs:64

 

[ChurningNoob]

I'm getting the below error. Please can you take a look and let know what am I doing wrong?

TypeError: Cannot read properties of undefined (reading 'length')
saveDataToSheet @Code.gs:64

Did you create copy of excel and can you check "Axis" tab only has top row and rest are deleted?

 

[visvin]

Did you create copy of excel and can you check "Axis" tab only has top row and rest are deleted?

Resolved! Thanks.
Another q, it took only the transaction done on 14th. Mails of previous transaction seems to have been omitted, likely i did something wrong there again

 

[ChurningNoob]

Resolved! Thanks.
Another q, it took only the transaction done on 14th. Mails of previous transaction seems to have been omitted, likely i did something wrong there again

No, the search filter says to pick emails of past 1 day only. However, can you modify it for 30 days for your initial run and post that change it back to 1 day.

BTW what was the issue?

 

[hrishig]

Very nice. I was planning something similar using excel, but you have taken it to the next level Great work.

 

[Krishna1905]

No, the search filter says to pick emails of past 1 day only. However, can you modify it for 30 days for your initial run and post that change it back to 1 day.

BTW what was the issue?

thanks a lot bro for the script, where exactly i have to change to get the previous months data

 

[visvin]

No, the search filter says to pick emails of past 1 day only. However, can you modify it for 30 days for your initial run and post that change it back to 1 day.

BTW what was the issue?

Ah! got it. No clue tbh, as they say about coding

thanks a lot bro for the script, where exactly i have to change to get the previous months data

It's in line 3 in code.gs
var threads = GmailApp.search("newer_than:1d

 

[ChurningNoob]

thanks a lot bro for the script, where exactly i have to change to get the previous months data

line no 3 change 1d to 30d

var threads = GmailApp.search("newer_than:1d AND in:inbox AND from:axisbank.com AND subject:Transaction alert AND -label:axis_processed",0,100);

 

[anotheruser]

@Sidd
I have a hdfc tracker ready and tested (based on your logic )
I can share with you, can you push it to you git and share?