Developed Comprehensive Financial Data Pipeline

2 min read

📅 2025-07-05 — Session: Developed Comprehensive Financial Data Pipeline

🕒 15:20–17:45
🏷️ Labels: Financial_Data, Automation, Data_Pipeline, CSV, Accounting
📂 Project: Business
⭐ Priority: MEDIUM

Session Goal

The session aimed to develop a comprehensive financial data processing pipeline, focusing on organizing, parsing, and managing financial transactions from various sources.

Key Activities

  • Cash-Flow Grid Overview: Reviewed best practices for maintaining a cash-flow grid and effective financial tracking.
  • Google Sheets Financial Tracking: Developed a mental model for tracking finances using Google Sheets, emphasizing the use of ledgers and dashboards.
  • Future-Proof Column Set: Designed a minimal column set for organizing financial transaction data, ensuring future-proofing and effective data management.
  • Binance Transactions Parsing: Outlined the process for parsing Binance crypto transactions, including tagging conventions and a parsing recipe using Pandas.
  • Financial Movements Triage Sheet: Created a structured overview of financial transactions for data ingestion into a master transactions table.
  • EUR CSV to Raw Transactions: Developed a playbook for transforming EUR CSV files into a format compatible with the raw_transactions table.
  • Galicia and Mercado Pago Transactions Mapping: Mapped transactions from Galicia and Mercado Pago into a universal schema, including ETL guides and sanity checks.
  • Automated Financial Data Pipeline: Outlined a 7-stage pipeline for transforming raw financial data into a structured format, including parsing, normalization, and enrichment.

Achievements

  • Successfully developed a comprehensive framework for financial data processing, including detailed guides and templates for various transaction sources.
  • Established a canonical column set for atomic transaction rows, ensuring consistency in financial reporting and analysis.

Pending Tasks

  • Further refinement of transaction categorization and ETL processes for Mercado Pago transactions.
  • Extension of the pipeline to accommodate additional transaction types and sources.

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