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In my experience with occasional / sporadic deep dives into this space, the big problem is with the data/integration. At best, you can mostly get things into O
by tacostakohashi 3y ago
In my experience with occasional / sporadic deep dives into this space, the big problem is with the data/integration.
At best, you can mostly get things into OFX files / quickbooks, or CSV / import into something else, but it's always a bit clunky, authentication is a pain, and every bank / provider does it a bit differently because... they don't actually want you to be able to do this yourself, they want you to log into their website and see their ads.
Alternatively, there are things like Mint, Plaid, but they don't stick around long enough, eventually get bought, and also are a channel for ads.
The ledger tool is pretty cool. In the past, I've gotten reasonably far with various tools & scripts to normalize bank file downloads into ledger format, and consolidate all of those into a set of accounts with some basic rules and occiasional hand tweaking.
- srcc0de 3y agoI definitely agree with you on the data integration side of things. Unless you're a large financial institution trying to get to your bank data through APIs is essentially impossible. I've been reading up on ledger recently and it does see cool, bit of a learning curve but will deffo look into it more. Appreciate your response!