Personal Project · 2023-09-15
Budget Auto-reconciler
Automated reconciliation flow that ingests transactions, applies categorisation rules, and syncs to budget tooling — built to reduce manual effort and improve financial decision cadence.
Problem
Manual transaction reconciliation is repetitive, error-prone, and usually delayed. Personal finance workflows and small finance operations both suffer when categorisation and sync depend on someone remembering to do it weekly.
Who it serves
Individuals managing personal budgets and finance teams who need timely, accurate transaction categorisation without increasing operational overhead.
Ownership
End-to-end pipeline design: authenticated ingestion, normalisation rules, budget API integration, scheduling, secrets management, and audit logging.
Architecture
- Data ingestion — authenticated scraping with MFA and session rotation handling
- Transaction normalisation — parsing, cleaning, and deterministic category mapping
- Budget API sync — idempotent posts with duplicate checks and reconciliation logic
- Scheduled runtime — GitHub Actions for daily execution with structured logs
Technologies
Python · requests · BeautifulSoup · REST budget API · GitHub Actions · GitHub Secrets
Constraints
- Financial data requires secure credential handling and idempotent sync behaviour
- Source systems change markup and session behaviour without notice
- Failures must be debuggable from structured logs, not silent drift
Outcome
Turns a high-friction personal finance task into a low-touch system. The same automation pattern applies to financial operations where transaction integrity, categorisation accuracy, and processing timeliness matter.
Related services
Workflow automation · data pipelines · API integration · reporting systems