TagLedger

Tag-based financial reconciliation tool. Upload bank transaction Excel files, classify with tags, filter by any criteria, and generate P&L reports grouped by company/account.

Features

• Google OAuth login with email allowlist
• Google Drive integration (read/upload Excel files via service account)
• Tag-based transaction classification and aggregation
• Grafana-style filter bar (date, account, tag, type, search)
• Sortable transaction table with inline tag editing
• Resizable tag summary panel with totals
• P&L view grouped by company/account
• DB Ledger tracking via Google Sheets

Stack

• SvelteKit + TypeScript
• TailwindCSS
• Google Drive API + Sheets API (service account)
• SheetJS (xlsx parsing)

Setup

npm install
cp .env.example .env
# Fill in .env with your Google Cloud credentials
npm run dev

See .env.example for required configuration.

License

Proprietary. See LICENSE.