📅 2025-07-05 — Session: Developed Python Pipelines for Wise Transactions
🕒 21:30–21:50
🏷️ Labels: Python, Data Transformation, Wise Transactions, Financial Analysis, Ledger Management
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The primary aim was to develop and refine Python pipelines for managing Wise transaction data, transforming it into a standardized ledger format, and ensuring accurate financial data aggregation.
Key Activities
- Data Management: Identified missing transactions from Wise activity and prepared a raw CSV-style table for further processing.
- Ledger Management: Created structured Wise-style ledger entries and offered options for CSV download or integration.
- Python Data Transformation: Developed a Python pipeline using Pandas to transform Wise transaction datasets into a standardized ledger format, including input and output specifications.
- Legacy Data Handling: Outlined a canonical ledger pipeline for transforming legacy Wise datasets with parsing and processing functions.
- Financial Data Aggregation: Explored techniques for monthly financial aggregation, including net flow by currency and visual summaries.
- Data Quality Considerations: Addressed critical considerations for data aggregation accuracy, such as date consistency and avoiding double-counting.
Achievements
- Successfully developed and documented Python pipelines for transforming Wise transaction data.
- Established methods for monthly financial aggregation and ensured data quality in aggregation processes.
Pending Tasks
- Integrate the developed Python pipelines into the existing data management system for automated processing.
- Conduct further testing to validate the accuracy of the financial data aggregation techniques.