What is the most future proof way to automate data downloading from financial institutions ?

This page summarizes the projects mentioned and recommended in the original post on /r/plaintextaccounting
Beancount plaintext-accounting Money, Budgeting and Management plaid plaid-api

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  • beancount-import

    Web UI for semi-automatically importing external data into beancount

    • Yes, that's what I meant. I don't know about other options - I just started using jbms/beancount-import and it worked well for me (once I figured out the configuration, which does have a bit of a learning curve), and that's what I've stuck with.

  • plaid-sync

    Command-line interface to the Plaid API that synchronizes your bank/credit card transactions with a local SQLite database. Written in Python 3.

    • It's not too bad, I guess, but it's definitely not as nice as the alternative. Before this started happening, I could just run the plaid-sync process download in the background.

  • InfluxDB

    Power Real-Time Data Analytics at Scale. Get real-time insights from all types of time series data with InfluxDB. Ingest, query, and analyze billions of data points in real-time with unbounded cardinality.

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  • Fava

    Fava - web interface for Beancount

    • I'll just add, I used to be "afraid" of PDF, but I'm actually coming to respect it. Poppler's pdftotext is suprisingly good at extracting the data from the PDFs I've been trying it with, and beancount fava has a pretty good UI for browsing documents - way better than going back to my bank's website to find one, for sure.

NOTE: The number of mentions on this list indicates mentions on common posts plus user suggested alternatives. Hence, a higher number means a more popular project.

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