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WickTheThird/TagLedgers

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TagLedger

Tag-based financial reconciliation tool. Upload bank transaction Excel files, classify with tags, filter by any criteria, and generate P&L reports grouped by company/account.

Features

  • Google OAuth login with email allowlist
  • Google Drive integration (read/upload Excel files via service account)
  • Tag-based transaction classification and aggregation
  • Grafana-style filter bar (date, account, tag, type, search)
  • Sortable transaction table with inline tag editing
  • Resizable tag summary panel with totals
  • P&L view grouped by company/account
  • DB Ledger tracking via Google Sheets

Stack

  • SvelteKit + TypeScript
  • TailwindCSS
  • Google Drive API + Sheets API (service account)
  • SheetJS (xlsx parsing)

Setup

npm install
cp .env.example .env
# Fill in .env with your Google Cloud credentials
npm run dev

See .env.example for required configuration.

License

Proprietary. See LICENSE.

Releases

No releases published

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