Nubank Expense Dashboard Project

This project consolidates monthly credit card statement data from Nubank into a single CSV file using Python, enabling data visualization through a Google Sheets dashboard in Looker Studio.

Features

• Combine multiple .csv files containing Nubank credit card statements.
• Export a consolidated dataset for analysis.
• Use the dataset in Google Sheets to create a dashboard in Looker Studio.

Project Workflow

1. Data Collection: Download monthly credit card statements from Nubank as .csv files.
2. Data Consolidation: Use a Python script to merge all .csv files into a single dataset.
3. Data Visualization: Import the consolidated CSV file into Google Sheets, and create a Looker Studio dashboard for visual insights.

Prerequisites

• Python 3.x
• Pandas library (pip install pandas)

Project Files

• faturas_nubank_merge.py: Python script to combine .csv files.
• faturas_nubank.csv: The consolidated dataset (generated after running the script).
• Looker Studio Dashboard: A visual representation of the data.

Script Overview

The Python script reads all .csv files in a specified directory and combines them into a single file:

import os
import glob
import pandas as pd

# Set the working directory
os.chdir("/path/to/your/folder")

# Get all CSV files in the directory
extension = 'csv'
all_filenames = [i for i in glob.glob('*.{}'.format(extension))]

# Combine all files in the list
combined_csv = pd.concat([pd.read_csv(f) for f in all_filenames])

# Export the combined dataset
combined_csv.to_csv("faturas_nubank.csv", index=False, encoding='utf-8-sig')

How to Use the Script

1.Place all the .csv files in a single folder. 2. Update the os.chdir path in the script to point to your folder. 3. Run the script to generate faturas_nubank.csv.

Importing into Google Sheets

1. Upload the faturas_nubank.csv file to Google Sheets.
2. Format the data as needed for visualization.

Looker Studio Integration

1. Link the Google Sheet to Looker Studio.
2. Create charts and metrics to visualize your credit card expenses.

Looker Studio Dashboard Example:

Future Enhancements

• Automate the download of Nubank statements using the API (API is no longer supported see this issue in pynubank).
• Add more data cleaning or transformation steps in the script.
• Automate the data collection process via e-mail (under development)
• Automate the data collection process using OpenAi agents (under development)

License

This project is licensed under the MIT License.