📅 2025-07-06 — Session: Developed Financial Data Processing Pipelines
🕒 00:30–00:50
🏷️ Labels: Wise, Transactions, Python, Data Pipeline, Financial Analysis
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The goal of this session was to develop and refine data processing pipelines for handling Wise transactions and financial data aggregation.
Key Activities
- Identified missing transactions in Wise activity and prepared a CSV-style table for data management.
- Provided structured Wise-style ledger entries, with options for CSV download or larger ledger integration.
- Developed a Python pipeline to transform Wise transactions into a standardized ledger format using Pandas.
- Outlined a canonical ledger pipeline for transforming legacy Wise datasets.
- Explored monthly financial aggregation techniques, including net monthly flow by currency and visual summaries.
- Discussed considerations for ensuring data aggregation accuracy, such as date format consistency and avoiding double-counting.
Achievements
- Successfully created Python pipelines for transaction transformation and legacy dataset processing.
- Established methods for monthly financial data aggregation and visualization.
Pending Tasks
- Integration of the developed pipelines into the existing financial management system.
- Further testing and validation of data aggregation techniques to ensure accuracy.