61–70 of 91 posts
Earlier quoted context omitted.
Lots of providers exist for bank information, Plaid is one of them. That's what many of these auto import personal finance softwares use.
Having used Plaid, it is essentially web scraping as a service. It's an API built on top of very questionable access. It itself is not a formal API provided to you by the bank.
Earlier quoted context omitted.
thank you! glad you like it! currently the intent is to be a simple and fast expense tracker, so there are no plans to integrate banks and auto-combing transactions.
How about a CSV import? My banks all have an option to export transactions to a CSV file. You would need an import tool to create the mapping though.
This is the same idea I had building Simple Wallet (https://simplewallet.app). I didn’t want a budgeting app telling how and where to spend. I simply wanted an app to track and organize my money.
I’ve been thinking about how to visualize money. I don’t think pie charts are the way to go. I’m thinking something like RuleMark on SwiftUI.
I built my own similar tool for my wife and I, with the same goal of making entering transactions as fast as possible, and one thing I found useful was predictive form filling. Some categories have the same thing logged over and over (like for the "Gas" category I always made the title "Gas") so when you select the "Gas" category it prefills the title field with the most common transaction title for that category. Al…
Another approach might be to build an app that parses the SMS trails that card transactions generate to reduce the need for manually entering transactions.
I’ve been wanting something like this for a while. Was even thinking of building one myself. You beat me to it. I like the simplicity. It’s just a quick add and then it’s in the pie chart. Think this could ever be integrated with bank spending automatically? I think that running locally would make you feel safe doing do.
Looks like a solid project, will be interested in giving it a shot Aside: I built my own expense tracker [1] as well to categorise expenses using LLMs as I needed a quick way to log the entries. I’ve been meaning to export these to Actual budget for a detailed analysis but haven’t done that yet. [1]: https://github.com/mr-karan/gullak
Earlier quoted context omitted.
How about a CSV import? My banks all have an option to export transactions to a CSV file. You would need an import tool to create the mapping though.
I suppose you could parse csv file yourself and the api with curl? No need to add this feature in the app.
I use a simple spreadsheet and I like inputting my transactions manually instead of automating imports. Makes me think twice about my spending. Spreadsheets are flexible enough so I can extend functionality if and when I want.