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Documentation Index

Fetch the complete documentation index at: https://mintlify.com/georgejohnsonoff-business/spendwiselygeorge/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

SpendWisely George uses Google Sheets as its primary database for expense tracking. The integration is powered by Google Apps Script, which provides:
  • RESTful API via Web App deployment
  • Server-side data processing and calculations
  • Settings persistence using Script Properties
  • Transaction history with automatic balance calculation

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Setup

1

Create Google Sheet

Create a new Google Sheet with the following structure:
DateDescriptionAmountCategoryType
2024-03-15Coffee200FoodDEBIT
2024-03-15Salary50000IncomeCREDIT
Column Headers (Row 1):
  • Column A: Date
  • Column B: Description
  • Column C: Amount
  • Column D: Category (Food, Transport, Tech, Invest, Income, Misc)
  • Column E: Type (CREDIT or DEBIT)
2

Copy Sheet ID

Extract the Sheet ID from the URL:
https://docs.google.com/spreadsheets/d/SHEET_ID_HERE/edit
Update line 14 in the Apps Script:
const SHEET_ID = "YOUR_SHEET_ID_HERE";
3

Install Apps Script

  1. Open your Google Sheet
  2. Go to Extensions → Apps Script
  3. Delete default code
  4. Paste the entire script from google_script.js
  5. Save the project
4

Deploy Web App

  1. Click Deploy → New deployment
  2. Select type: Web app
  3. Configure:
    • Execute as: Me
    • Who has access: Anyone
  4. Click Deploy
  5. Copy the Web App URL
5

Update Frontend

Paste the Web App URL in index.html at line 306:
const SCRIPT_URL = "https://script.google.com/macros/s/YOUR_DEPLOYMENT_ID/exec";

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API Endpoints

The Apps Script provides both GET and POST endpoints.

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GET - Fetch Data

GET {WEB_APP_URL}
Response: 
{
  "balance": 12450.50,
  "expenses": [
    {
      "date": "2024-03-15",
      "description": "Coffee",
      "amount": 200,
      "category": "Food",
      "type": "DEBIT"
    }
  ],
  "budget": 350,
  "privacy": true
}
Implementation: google_script.js:41-74
Returns the last 50 transactions for performance. Adjust startRow calculation on line 55 to change this limit.

​
POST - Add/Modify Data

All POST requests use the same endpoint with different action values: 
POST {WEB_APP_URL}
Content-Type: application/json

​
POST Actions

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Save Settings

{
  "action": "save_settings",
  "budget": 500,
  "privacy": true,
  "geminiKey": "AIza..."
}
Implementation: google_script.js:82-87
Settings are stored in Script Properties, not in the spreadsheet.

​
Delete Transaction

{
  "action": "delete",
  "description": "Coffee",
  "amount": 200
}
Response: 
{
  "status": "Deleted",
  "balance": 12250.50
}
Implementation: google_script.js:90-103

​
Add Transaction (Manual)

{
  "action": "add",
  "description": "Lunch",
  "amount": 350,
  "category": "Food",
  "type": "DEBIT"
}
Response: 
{
  "status": "Success",
  "balance": 11900.50,
  "parsed": {
    "date": "2024-03-15T10:30:00.000Z",
    "description": "Lunch",
    "amount": 350,
    "category": "Food",
    "type": "DEBIT"
  }
}
Implementation: google_script.js:106-119

​
Process with AI

{
  "action": "process_text",
  "text": "Spent 250 on coffee with friends",
  "mode": "add"
}
See Gemini AI Integration for details.

​
Balance Calculation

The script calculates balance server-side by iterating through all transactions: 
function calculateBalance(sheet) {
  const data = sheet.getDataRange().getValues();
  let bal = 0;
  
  // Start from row 1 to skip headers
  for (let i = 1; i < data.length; i++) {
    const amount = parseFloat(data[i][2]); // Column C
    const type = data[i][4]; // Column E
    
    if (!isNaN(amount)) {
      if (type === 'CREDIT') {
        bal += amount;
      } else {
        bal -= amount; // DEBIT
      }
    }
  }
  return bal;
}
Implementation: google_script.js:22-39
Balance is recalculated on every transaction. For sheets with 1000+ rows, consider caching or indexing strategies.

​
Script Properties

Persistent settings are stored using PropertiesService: 
const SCRIPT_PROP = PropertiesService.getScriptProperties();

// Set properties
SCRIPT_PROP.setProperty("DAILY_BUDGET", "500");
SCRIPT_PROP.setProperty("PRIVACY_MODE", "true");
SCRIPT_PROP.setProperty("GEMINI_KEY", "AIza...");

// Get properties
const budget = SCRIPT_PROP.getProperty("DAILY_BUDGET") || 350;
const privacyRaw = SCRIPT_PROP.getProperty("PRIVACY_MODE");
const privacy = privacyRaw === null ? true : (privacyRaw === "true");
Implementation: google_script.js:11,48-52

​
Frontend Integration

The frontend communicates with Apps Script via fetch: 
const res = await fetch(SCRIPT_URL);
const data = await res.json();

console.log(data.balance); // 12450.50
console.log(data.expenses); // Array of transactions
Implementation: index.html:326-462

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Transaction Categories

Supported categories with their UI icons:
CategoryIconType
Income💰CREDIT
Food🍔DEBIT
Transport⛽DEBIT
Tech⚡DEBIT
Invest📈DEBIT/CREDIT
Misc🛍️DEBIT
Implementation: index.html:518

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Permissions

The script requires the following OAuth scopes:
  • https://www.googleapis.com/auth/spreadsheets - Read/write spreadsheet data
  • https://www.googleapis.com/auth/script.scriptapp - Access Script Properties
These are automatically requested when deploying the Web App.

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Rate Limits

Google Apps Script quotas (as of 2024):
ResourceFree Tier Limit
Script runtime6 min/execution
Triggers90 min/day
URL Fetch calls20,000/day
Spreadsheet reads20,000 cells/day
Spreadsheet writes20,000 cells/day
For high-frequency usage, consider upgrading to Google Workspace with higher quotas.

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Debugging

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Enable Logging

Add console logs to the script: 
function doPost(e) {
  console.log("Request body:", e.postData.contents);
  const body = JSON.parse(e.postData.contents);
  console.log("Parsed action:", body.action);
  // ...
}
View logs:
  1. Apps Script Editor → Executions tab
  2. Click on any execution to see logs

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Test in Apps Script

Create test functions: 
function testGet() {
  const result = doGet();
  console.log(result.getContent());
}

function testPost() {
  const mockEvent = {
    postData: {
      contents: JSON.stringify({
        action: "add",
        description: "Test",
        amount: 100,
        category: "Food"
      })
    }
  };
  const result = doPost(mockEvent);
  console.log(result.getContent());
}

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Troubleshooting

​
”Not Found” Error

Verify Web App deployment:
  1. Check deployment URL is correct
  2. Ensure “Anyone” has access in deployment settings
  3. Redeploy if you made changes to the script

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Balance Not Updating

The script recalculates balance on every operation. Check:
  1. Column E (Type) has correct values (CREDIT/DEBIT)
  2. Column C (Amount) contains valid numbers
  3. No extra spaces or formatting issues

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CORS Errors

Google Apps Script Web Apps automatically handle CORS. If you see CORS errors:
  1. Ensure deployment is set to “Anyone can access”
  2. Check that you’re using the correct Web App URL (not the script editor URL)

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