GBT App for WF

GBT App v1.0 => v1.07 with more support

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

• 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"

    • WF_FIlters and WF_Filters sheets captured the raw data from GPL Sheet "GPL Moneylogz Feeder" with some initial 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 WF_Out sheet which is temporary

    • Extract useful output from WF_Out sheet to WF_DS sheet which is permanent

    • Check Rent Income related records in WF_Rent 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