📅 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.