I have a LOT of Zelle transactions moving money in and out of my Chase Bank checking account. Zelle provides a description field that the sender can use to describe the payment, but this information does not get included in the Tiller Transaction sheet. I asked my Hermes AI Agent to create a routine to bring in the Zelle description field. I just updated my Tiller Transactions for the last 2 years with Zelle descriptions and this is a MAJOR improvement in the quality of my Tiller data.
If you are a Hermes AI Agent user, just download this Hermes AI Skill The documentation is in skill.md There are some python dependencies that this skill needs.
Your parse_zelle.py script relies on specific Python libraries. You will need these installed in your Python environment where Hermes runs.
* pandas
* pdfplumber
* openpyxl
* datetime (standard library, usually included)
* re (standard library, usually included)
* argparse (standard library, usually included)
* os (standard library, usually included)
Hermes can set this all up for you just with a plain english conversation, no need to know anything about Python. I have literally never looked at the python code. My Hermes agent built and tested it. I reviewed the results to make sure it was working.
Enjoy!