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The data entry problem can be solved in some cases by fetching transaction data automatically using OFX from supporting institutions. Python’s OfxTools [1] work
by sbehere 4y ago
The data entry problem can be solved in some cases by fetching transaction data automatically using OFX from supporting institutions. Python’s OfxTools [1] works quite well for this. Quite a few large institutions in the USA support this (e.g. Amex, Chase) while some don’t (Bank of America). For the latter, transaction data can nevertheless be downloaded in ofx/qfx or csv format from the web interface, which can then be auto imported.
Once the transaction data is available, it is trivial to auto categorize it and create dashboards. I’ve blogged about my own process/tools for that here [2]
1: https://ofxtools.readthedocs.io/en/latest/client.html https://ofxtools.readthedocs.io/en/latest/client.html
2: https://sagar.se/blog/where-is-the-money/ https://sagar.se/blog/where-is-the-money/