[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?

 

[kej]

@Sidd
This is freaking amazing!!

I may have found a bug in your code, the script is recording transactions even for "declined" emails.

Below is an example of email content for your reference:

Subject: "Transaction declined for Transaction alert on Axis Bank Credit Card no. XX1111"

Mail Body: "Please note that transaction attempt for INR 499.51 on your Axis Bank Credit Card no. XX1111 has been declined due to security reasons."

 

[ChurningNoob]

@Sidd
This is freaking amazing!!

I may have found a bug in your code, the script is recording transactions even for "declined" emails.

Below is an example of email content for your reference:

Good catch.

Update the search query

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

 

[ChurningNoob]

@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?

Yes pleae do share.

 

[ashwinsid]

@Sidd

I am getting following error:

Exception: No HTML file named parsed was found. (line 54, file "Code")

 

[ChurningNoob]

@Sidd

I am getting following error:

Exception: No HTML file named parsed was found. (line 54, file "Code")

missed step 7?

 

[ashwinsid]

missed step 7?

No...Have copy pasted the code as per all the steps...

 

[ChurningNoob]

No...Have copy pasted the code as per all the steps...

not sure why yu are getting the error. Try deleting and recreating pasred tml file

 

[dhiraz]

Bro @Sidd I Already Categraies My Transaction In Different Labels So I am Not Receiving Axis CC Transactions in My Inbox but In CC - 3 Axis. So What Should I Change in The Code.

 

[ChurningNoob]

https://support.google.com/mail/answer/7190?hl=enBro @Sidd I Already Categraies My Transaction In Different Labels So I am Not Receiving Axis CC Transactions in My Inbox but In CC - 3 Axis. So What Should I Change in The Code.

Wow! That's a very well organized labels.

Refer to different search filter and replace in:inbox with desired label

https://support.google.com/mail/answer/7190?hl=en

 

[kkk]

@Sidd , first of all hats off for your effort.

I had few queries
1) Does it track eligible accelerated transaction or do we need to edit it manually?
2) Every time, I make changes in code.gs file, do I need to deploy. Or Save and run is enough?

 

[kkk]

I tried he steps provided and it showed correct result. Then I deleted the project and tried re-creating it again and now I am getting empty result. Do you know what could be the issue?

 

[anotheruser]

I tried he steps provided and it showed correct result. Then I deleted the project and tried re-creating it again and now I am getting empty result. Do you know what could be the issue?

your emails must have been already labelled. you'll need to remove label from them and re-run

 

[anotheruser]

@Sidd , first of all hats off for your effort.

I had few queries
1) Does it track eligible accelerated transaction or do we need to edit it manually?
2) Every time, I make changes in code.gs file, do I need to deploy. Or Save and run is enough?

@Sidd . may be if gyftr emails are extracted separately , they might be useful here?

 

[anotheruser]

Here is a gyftr tracker that works with axis and hdfc inspired by @Sidd 's work/

gyftr script — Codefile

Create collaborative code files online for your technical interviews, pair programming, teaching, etc.

codefile.io

use above with code,gs, rest all process remains same.
clone doc: https://docs.google.com/spreadsheets/d/1UEReQHew8_6B5BgtqMDq7EKX93L_q2h6RS-tE2xDdqo/edit?usp=sharing
in rate sheet, please add rate per voucher type for other type of vouchers in 'Rate' sheet. I have pre-filled with sample.
Voucher type :
axis: in Email everything between 'buying' and 'gift'
hdfc: Everything between 'buying' and 'from'

Note: Will only work if you have either single card per issuer or multiple cards per issuer but with same reward rates.

PS: Code can be optimized , plus, can add functionality to support multiplier rate change.

 

[Subhajeet]

sir just a request can we get a ready to run sample for the same so that this can track all the card transaction and rewards if possible

 

[anotheruser]

Its a ready to run sample.
You can copy to your own and run it

 

[Subhajeet]

we are getting struck and unable to complete the same can a video on the same be made please if possible and also a generic one to fetch and track all bank credit card details in excel would be much appreciated.

 

[anotheruser]

I only have axis and hdfc cards, people with other bank cards can edit above code to add specific gift cards

 

[Subhajeet]

cool script, it can be helpful for many

sir can u make a video on this showing step wise activity and execution of the same in YouTube first ever video and efforts much appreciated

 

[luckymurari]

Here is a gyftr tracker that works with axis and hdfc inspired by @Sidd 's work/

gyftr script — Codefile

Create collaborative code files online for your technical interviews, pair programming, teaching, etc.

codefile.io

use above with code,gs, rest all process remains same.
clone doc: https://docs.google.com/spreadsheets/d/1UEReQHew8_6B5BgtqMDq7EKX93L_q2h6RS-tE2xDdqo/edit?usp=sharing
in rate sheet, please add rate per voucher type for other type of vouchers in 'Rate' sheet. I have pre-filled with sample.
Voucher type :
axis: in Email everything between 'buying' and 'gift'
hdfc: Everything between 'buying' and 'from'

Note: Will only work if you have either single card per issuer or multiple cards per issuer but with same reward rates.

PS: Code can be optimized , plus, can add functionality to support multiplier rate change.

Thanks for this. Small typo in Code.GS.. Line 21 is missing curly braces open ..