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For personal budgeting, I believe it's crucial to have a mobile app for entry on the go and basic reports. Going through statements monthly/weekly and assignin
by jmiserez 7y ago
For personal budgeting, I believe it's crucial to have a mobile app for entry on the go and basic reports.
Going through statements monthly/weekly and assigning the correct categories retroactively is just too hard.
- wellpast 7y agoI’ve always found it much easier to lean on downloaded transactions. Data entry through the day is way too cumbersome to me. Am I alone on this?
- vitoc 7y agoSame here, I tried the data entry way (telling myself that the friction encourages thinking more before spending). It lasted about 2 years before I started creating import helpers to get transactions from my current accounts and etc. Now, I put together some JS to create custom import helpers that adapts to different bank formats. Unsurprisingly, banks doesn't seem to want to converge/adopt a standard on transaction exports still (like a simple standard on the CSV will do), despite all the hype about open banking and such. Step by step? I have some libraries that I reuse to create these custom helpers documented here: https://docs.prudent.me/docs/dev/creating_ext https://docs.prudent.me/docs/dev/creating_ext This works with the wrapper that I created as well :)