ofxtools
dotfiles
| ofxtools | dotfiles | |
|---|---|---|
| 8 | 1 | |
| 274 | 75 | |
| - | - | |
| 4.6 | 7.8 | |
| 20 days ago | 9 days ago | |
| Python | Shell | |
| GNU General Public License v3.0 or later | - |
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ofxtools
- Thinking of doing a pip package for Django, any ideas to do?
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Open Banking API
They support OFX downloads. See: https://github.com/csingley/ofxtools/issues/109
- Is it a bad idea to make a thing that logs into my bank account?
- Summarily discontinuing the HTML statement option without replacement?
- How do apps like Mint connect to your bank account?
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Plain Text Accounting Apps
If you're based in the US, I would recommend ofxtools [1]. Anytime an institution supports "Download in Quicken", they have an OFX endpoint that you can find via ofxhome.
[1] https://github.com/csingley/ofxtools
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How you can track your personal finances using Python
If you're using Python, and you want to import transaction/balance data without handing over your passwords to some third party, you can try
https://github.com/csingley/ofxtools
- Spreadsheet Formulas for Personal Finance
dotfiles
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Plain Text Accounting Apps
Have you tried `ledger xact` command? This helps to create new transactions based on previous ones. I have a small wrapper[1] for this, namely "la", which enables me to do something like "la coles 5" to create a new transaction like previous supermarket transaction with the today as date, same from and to accounts, and $5 as amount. If I want to change something, it could be as complete as "la [YYYY.MM.DD/M.D/D] coles grocery 5 credit". If someone has tens of transactions per day it is very likely they are all similar and only little extra adjustment is needed.
Also I use a credit card for most of my expenses, and there are only a handful of bank transfers per month from my access account. Every first day of the month I pull out last month's credit card statement and log all the transactions. It usually takes less than 30 minutes.
[1]: https://github.com/roylez/dotfiles/blob/master/misc/bin/la
What are some alternatives?
ledg - Batch modifiable ledger-like written in nodejs
https://github.com/alpeb/go-finance - Go library containing a collection of financial functions for time value of money (annuities), cash flow, interest rate conversions, bonds and depreciation calculations.
hledger - Robust, fast, intuitive plain text accounting tool with CLI, TUI and web interfaces.
beanborg
ledger - Double-entry accounting system with a command-line reporting interface
mortgage-and-investments - Estimate mortgage and investments
godbledger - Accounting Software with GRPC endpoints and SQL Backends
django-dynamic-db-router - Run queries on any of your project's databases using a decorator or context manager.