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pfi — Personal Finance Infrastructure

Syncs Tiller (Google Sheets) transactions and balances to Supabase daily via GitHub Actions.

Stack

  • Tiller -- bank/credit sync to Google Sheets
  • GitHub Actions -- daily scheduled sync job
  • Supabase -- Postgres database for querying
  • AutoCat -- rule-based categorization DSL in a Sheet tab

Setup

GitHub Secrets Required

Secret Value
GOOGLE_CREDENTIALS Full JSON contents of your Google service account key
SUPABASE_URL Your Supabase project URL
SUPABASE_SERVICE_KEY Supabase service_role key (not anon)
SPREADSHEET_ID Tiller spreadsheet ID from the URL

AutoCat Tab

Create a tab named AutoCat in your Tiller sheet. See AUTOCAT.md for the schema and starter rules.

Running Manually

cd scripts
npm install
GOOGLE_CREDENTIALS='...' SUPABASE_URL='...' SUPABASE_SERVICE_KEY='...' SPREADSHEET_ID='...' node sync.js

Querying

Use the Supabase SQL editor, psql, or the Supabase MCP connector in Claude.

See AUTOCAT.md for useful starter queries.

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