Earlier quoted context omitted.
I can provide an API key, you can use their staging API that allows a few banks for free. That's what I do with a local script I wrote, I get my banks' balances once a week.
They deprecated their staging API. The equivalent now is “limited production access”.
Show HN: Wealthfolio: Private, open-source investment tracker
271–280 of 281 posts
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#272Re: Show HN: Wealthfolio: Private, open-source investment tracker
#273Earlier quoted context omitted.
Yes, Plaid stores your credentials. Replicating Plaid-the-service's functionality to run locally would be a large lift...
Unattended import would be downright impossible, as most financial institutions require 2FA (usually SMS, gross) to login. Plaid is often given the privilege to bypass this, either through special APIs or through very long lived session tokens.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#274Looks nice. One reason why I use a spreadsheet for stuff like this is I can share it with my wife through Google Sheets, so we can periodically update with our separate accounts.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#275Man... The loss of Mint has really left a gap in this market.
Once Mint.com has closed I started to dig for alternatives and found Monarch Money. Couldn't be happier to pay for the service. New features come out pretty often, and I believe they work on the better support for tracking investments.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#276Earlier quoted context omitted.
Agreed- but an app on my own desktop I would be happy to give to, at least instead of a website where they are stored in a database on someone else's box.
What do you mean? Isn't Plaid online, and you have to give them your credentials for them to fetch data for you? (Genuinely curious, never used Plaid myself)
Mint but downloadable software that runs locally.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#277Earlier quoted context omitted.
Once Mint.com has closed I started to dig for alternatives and found Monarch Money. Couldn't be happier to pay for the service. New features come out pretty often, and I believe they work on the better support for tracking investments.
What do you like about Monarch? I was thinking of using it as well after Mint closed.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#278Earlier quoted context omitted.
What do you like about Monarch? I was thinking of using it as well after Mint closed.
Compared to mint here is a list of things I like about it in no particular order: No ads, I pay for the service and my data is not sold to 3rd party, design, ability to have many different accounts, auto-sync with all my accounts, transaction reviews, cashflow breakdown and sankey diagrams, mobile application + web versions, transaction logging. beginner friendly budgeting interface, tracking recurring transactions.
Re: Show HN: Wealthfolio: Private, open-source investment tracker
#279Re: Show HN: Wealthfolio: Private, open-source investment tracker
#280Looks nice. One reason why I use a spreadsheet for stuff like this is I can share it with my wife through Google Sheets, so we can periodically update with our separate accounts.
I posted before an Ask HN submission if there were an app that essentially acted as a frontend to Google Sheets, where I could enter information into a mobile or desktop app and have it sync to Sheets but it seems like no such solution exists. I might just have to build it myself.