GBT App for Misc Banks

GBT App v1.04

• GPL Bank Transformer App is built based on Google Apps Scripts along with Moneylogz support for data source.

• Supports WF, BOA ; In addition, Citibank, Chase,  CBT banks etc.

• Data Flow:

  • Using "GPL Moneylogz Feeder" to download bank transaction data

    • Launch GPL Sheet "GPL Moneylogz Feeder" -> Extensions -> Moneylogz -> Launch

    • Select a bank and a predefined Sync -> click on "..." and Edit -> select a date to sync from -> Make sure Row starts A2

    • The output sheets: WF_Raw, BOA_Raw, CitiBank_Raw, Chase_Raw, CBT_Raw, etc 

  • Run GPL Scripts to parse the raw data from the bank and sort it with data type associated with an asset

    • Launch GPL Sheet "GPL Bank Transformations"

    • Filter1, Filter2, Filter3 sheets captured the raw data from Bank1, Bank2, Bank3 from GPL Sheet "GPL Moneylogz Feeder" with some initial transformation

    • The transformation continues with output intermediate sheets Filter1-2, Filter2-2, Filter2-3 with the next level of transformation.

    • Launch GPL scripts from Extensions -> Apps Script -> Select BankTransformer.gs 

    • check parameters:  processBankTransformations(0,100); // Process recent 100 records

    •  Run this script => produces output in Out1, Out2, Out3 sheets for Bank1, Bank2 and Bank3 which are temporary output.

    • Extract useful output from Out# sheets to DS1,DS2,DS3 sheets which are permanent data sets.

    • Check Rent Income related records in Income1, Income2, Income3 pivot table

  • Import to the central data set

    • Launch GPL Sheet "WF Rent Combined" 

    • Select GmailWF Sheet => Extract WF_Rent sheet earlier and insert in GmailWF sheet

• End

Run Script in Apps Script IDE:

https://script.google.com/u/0/home/projects/1Mn8cnGGKUsRSSzCcljk80FsxsxG3MLwtVvThrsm0yQzf8VmmiwhFQza_/edit