If you want to import banking data for tracking your personal finances or small business, there's also GnuCash, which you can run locally. https://gnucash.org/ I haven't used its online data-fetching features, but instead save manually save OFX and QFX files periodically from banking Web sites, and later import them into GnuCash (which includes transaction matchup features). I also use the statement reconciliation fe…
Is there something similar to gnucash but with better UX?
Show HN: Connect your bank account to Google Sheets
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Re: Show HN: Connect your bank account to Google Sheets
#42I have been toying with this idea and my solution is to use email. Everytime I made purchase my bank (BankOfAmerica) send me an email, I parse that email and write data to a google sheet. It's great because I don't need to give credential to service like Plaid. I used webhook of service like https://hanami.run and configure my bank to send email notification to name@domain.com (my own domain). Hook it up with hanami.…
Where is this setting? I just created a BofA account a few days ago because BBVA is a hellhole of despair (Simple acquisition victim) so this sounds much better.
I don't recall where it is on BofA's website, but most banks have some feature along the lines of "send me an email when a transaction over X amount happens". I just set that value to $0 or $0.01 so I get emails for every transaction made.
Re: Show HN: Connect your bank account to Google Sheets
#43Earlier quoted context omitted.
I am obviously just such a low roller that I can't even imagine downloading a spreadsheet of recent transactions from my bank's website being a genuine pain point.
My bank makes me download or at least electronically acknowledge (through a button in the online banking) the bank statements it generates every few weeks. If those go unchecked for too long they're sent to me in the post, charging me for it.
As ridiculous as that seems I am completely unsurprised that your bank extracts near-random charges while playing with your money. I can't see how tools like this solve that problem, though...
Re: Show HN: Connect your bank account to Google Sheets
#44Earlier quoted context omitted.
Where is this setting? I just created a BofA account a few days ago because BBVA is a hellhole of despair (Simple acquisition victim) so this sounds much better.
I don't recall where it is on BofA's website, but most banks have some feature along the lines of "send me an email when a transaction over X amount happens". I just set that value to $0 or $0.01 so I get emails for every transaction made.
Gotcha, I'll poke around, thanks! What do you use for inbound mail processing? Do you run your own mail server? I was looking to process TheOCC.com inbound emails for some options trading stuff I was doing but never decided on a solution.
Re: Show HN: Connect your bank account to Google Sheets
#45Earlier quoted context omitted.
Is there something similar to gnucash but with better UX?
I built uFincs ( https://ufincs.com ) basically because I got fed up with GnuCash's UX. It only supports importing CSVs right now, but I'm open to adding other formats. It's also a web app rather than a desktop app, but you're free try it out/use it without an account ( https://ufincs.com/noaccount ) and all of your data will just be kept in your browser.
I remember this from previous submission here. It looks amazing.
Re: Show HN: Connect your bank account to Google Sheets
#46The Nordigen website says 31 countries, but does not list them anywhere. Is this information, or a list of banks available anywhere? I'd rather know if this might work for me before spending time on it.
Seems to be listed here: https://airtable.com/shrX4uBtNLnsPxSih/tblyRj2FTQoXq9Qmu Only EEA countries I guess. Is anyone aware of something similar for US banks?
Thanks for the link!
Seems like 1,000 banks is a bit of an exaggeration.. if you remove the duplicates, I don't think there's even 100.
Re: Show HN: Connect your bank account to Google Sheets
#47Earlier quoted context omitted.
I don't recall where it is on BofA's website, but most banks have some feature along the lines of "send me an email when a transaction over X amount happens". I just set that value to $0 or $0.01 so I get emails for every transaction made.
Gotcha, I'll poke around, thanks! What do you use for inbound mail processing? Do you run your own mail server? I was looking to process TheOCC.com inbound emails for some options trading stuff I was doing but never decided on a solution.
You can use AWS SES to process inbound email and just use lambda to parse the email.
Or sendgrid free tier support incoming procesing too.
Also, you can use my own service https://hanami.run it supports webhook
Setup an email server for inbound email with Postfix is pretty easy to. You can use mailbox_command of postfix to parse email
You can setup email on a sub domain and only point the subdomain to it.
Re: Show HN: Connect your bank account to Google Sheets
#48Wow. Scary. Not something I would ever want to do. Especially with a company like Google.
Re: Show HN: Connect your bank account to Google Sheets
#49Wow. Scary. Not something I would ever want to do. Especially with a company like Google.
If it can be stored in Google services it can be stored in your own db, too.