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If you just want to know what businesses you tend to spend money on, many credit cards in the US do this. E.g. Chase has pie charts showing dining vs travel vs
by Moodles 6y ago
If you just want to know what businesses you tend to spend money on, many credit cards in the US do this. E.g. Chase has pie charts showing dining vs travel vs utilities, etc.
If you want more fine grained data, you can download statements for the month or year to date, etc
If you want to see your net worth across every bank/brokerage over time you can use an app like weslthfront or personal capital
- mgkimsal 6y ago> Chase has pie charts showing dining vs travel vs utilities, etc. Bank software almost always miscategorizes something. My bank categorizes my purchases from the liquor store as 'home improvement'. The house certainly looks better when I'm drunk, but that's probably not what they had in mind.
- TeMPOraL 6y agoWhereas what I would want is to not use an app, not log in onto the site to download statements, just use an API endpoint to get a list of all the transactions since last time I called it, dump it into SQLite database, and run SQL queries against it. In my own software. That fetches the statements several times a day, or - better - updates whenever a new transaction is recorded by the bank.