I quickly looked at ofxtools, and runned "ofxget prof INSTITUTION_NICKAME" to see which ones (of important for me) i will be able to download. amex works, chase works, schwab not
so i looked at issues, and found this discussion insightful: https://github.com/csingley/ofxtools/issues/93#issuecomment-736192102 likely soon transaction data for more and more institutions will be available only through middle men ($) On Friday, November 12, 2021 at 11:31:44 AM UTC-5 b...@bben.us wrote: > Ofx is still the best, the institutions that have removed their API > endpoints said they did so for security reasons. > Vanguard and ibkr for example still offer ofx, just have to download it > from the web with a browser or use selenium. > > On Fri, Nov 12, 2021, 05:51 Bman Q <mpl...@gmail.com> wrote: > >> "Sadly ofxget compatible endpoints seem to be dying - every year less of >> the institutions I use support it." >> - Could you please explain why are they dying? Is there another new >> format / api coming that replaces it? >> >> "Several of them at least still support ofx export, but from their >> website, requiring selenium to get. I have to agree that selenium is not >> always worth the roi." >> - agree, i don't see anything selenium related as long term solution. >> >> Basically i am trying to understand what's the most future proof solution >> (where industry is headed), >> I saw mentions of Yodlee / Plaid but don't like idea of (1) being >> dependent on 3rd party $ company (2) it storing my credentials >> On Thursday, November 11, 2021 at 8:44:45 PM UTC-5 b...@bben.us wrote: >> >>> Sadly ofxget compatible endpoints seem to be dying - every year less of >>> the institutions I use support it. It's very easy to use though so if one >>> of your banks works with it, definitely worth trying it. >>> >>> Several of them at least still support ofx export, but from their >>> website, requiring selenium to get. I have to agree that selenium is not >>> always worth the roi. >>> >>> On Thu, Nov 11, 2021, 17:32 Bman Q <mpl...@gmail.com> wrote: >>> >>>> Red, thanks for the write up. It's motivating. >>>> >>>> Currently i have ingesting part fully automated, but have to manually >>>> download csv files. >>>> >>>> It takes some time, and i am thinking about automating it as well. >>>> >>>> But hesitating on ROI (time needed to maintain downloading scripts vs >>>> manually downloading) cause ingesting, categorizing, etc was most time >>>> consuming part. Downloading is relatively quick. (though number of my >>>> institutions is growing :) ) >>>> >>>> Can ofget download csv files as well? Or only ofx? >>>> Can you specify date range of transactions for download? >>>> How reliable / breakable it is? Is there somewhere a list of >>>> institutions ofxget works with? >>>> >>>> >>>> On Monday, April 19, 2021 at 11:04:13 PM UTC-4 redst...@gmail.com >>>> wrote: >>>> >>>>> Given the interest in this topic, here is a new article: *Direct >>>>> Downloads >>>>> <https://reds-rants.netlify.app/personal-finance/direct-downloads/>* >>>>> >>>>> *> I'm interested in how you do password management for ofxget.* >>>>> >>>>> Ah, I nearly forgot about that, thanks for asking :). You will need this >>>>> patch >>>>> <https://github.com/csingley/ofxtools/commit/8f69ee1b70f2d4d11c7cfbf2f219144c66cdf586> >>>>> >>>>> (see this thread <https://github.com/csingley/ofxtools/issues/110>) >>>>> until it is released. >>>>> >>>>> On Monday, April 19, 2021 at 7:02:36 PM UTC-7 b...@bben.us wrote: >>>>> >>>>>> I'm interested in how you do password management for ofxget. >>>>>> >>>>>> On Mon, Apr 19, 2021, 17:47 redst...@gmail.com <redst...@gmail.com> >>>>>> wrote: >>>>>> >>>>>>> Cool, happy to hear this! >>>>>>> >>>>>>> I'll write these articles up soon. Meanwhile, here's a preview of >>>>>>> both: >>>>>>> >>>>>>> My testing framework is rather rudimentary, but works well: it's >>>>>>> just a few shell scripts to run my importers across every ofx I've ever >>>>>>> downloaded, and compare the output to reference beancount files. >>>>>>> Details, >>>>>>> limitations, and such soon, in a post. >>>>>>> >>>>>>> I use ofxget >>>>>>> <https://ofxtools.readthedocs.io/en/latest/client.html#locating-ofxget> >>>>>>> (from ofxtools <https://ofxtools.readthedocs.io/en/latest/>) to >>>>>>> automate the downloads. I'll post soon on some minimal code I use >>>>>>> around it >>>>>>> to store credentials in `pass`, and such. >>>>>>> >>>>>>> Perhaps I'll look into to the possibility of doing a screen GIF of >>>>>>> my entire workflow so people can compare and see their sticking points >>>>>>> in >>>>>>> truly getting it down to under 5mins. Privacy is the main issue. >>>>>>> >>>>>>> On Monday, April 19, 2021 at 3:09:22 PM UTC-7 xen...@gmail.com >>>>>>> wrote: >>>>>>> >>>>>>>> Keeping up with my own finances was lagging behind until I found >>>>>>>> this set of posts. They helped me to reduce the overall time it will >>>>>>>> take >>>>>>>> to process everything (though I doubt I'll get it down to 5 minutes >>>>>>>> like >>>>>>>> you). >>>>>>>> >>>>>>>> I'm excited to continue reading about your setup as you publish, >>>>>>>> but I'm especially interested in the posts about you testing framework >>>>>>>> and >>>>>>>> how you're automating downloads. >>>>>>>> >>>>>>>> Thanks for writing this! >>>>>>>> >>>>>>>> On Mon, Apr 19, 2021 at 2:27 PM redst...@gmail.com < >>>>>>>> redst...@gmail.com> wrote: >>>>>>>> >>>>>>>>> Happy it's helpful! Feel free to let me know what else might be >>>>>>>>> helpful to discuss here or as comments in the articles. >>>>>>>>> >>>>>>>>> On Sunday, April 18, 2021 at 10:38:10 AM UTC-7 b...@bben.us wrote: >>>>>>>>> >>>>>>>>>> Thanks for putting this together! >>>>>>>>>> >>>>>>>>>> On Sun, Apr 18, 2021, 10:22 cha...@gmail.com <cha...@gmail.com> >>>>>>>>>> wrote: >>>>>>>>>> >>>>>>>>>>> Very well put-together. I will say that for me the thing that >>>>>>>>>>> made it easy to stick with Beancount, and plain text accounting in >>>>>>>>>>> general, >>>>>>>>>>> is to simplify my financial life. >>>>>>>>>>> >>>>>>>>>>> I have one login for my >>>>>>>>>>> checking/savings/brokerage/retirement/main credit card acounts, >>>>>>>>>>> another >>>>>>>>>>> couple CCs, my mortgage, and just don't track much other stuff >>>>>>>>>>> (like >>>>>>>>>>> airline miles). >>>>>>>>>>> >>>>>>>>>>> This simplicity also probably stops me from getting into things >>>>>>>>>>> that wouldn't be good for my financial life, like day trading :) >>>>>>>>>>> >>>>>>>>>> -- >>>> >>> You received this message because you are subscribed to the Google >>>> Groups "Beancount" group. >>>> To unsubscribe from this group and stop receiving emails from it, send >>>> an email to beancount+...@googlegroups.com. >>>> >>> To view this discussion on the web visit >>>> https://groups.google.com/d/msgid/beancount/0bb17295-2b13-456f-82f7-813fbf50c34fn%40googlegroups.com >>>> >>>> <https://groups.google.com/d/msgid/beancount/0bb17295-2b13-456f-82f7-813fbf50c34fn%40googlegroups.com?utm_medium=email&utm_source=footer> >>>> . >>>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "Beancount" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to beancount+...@googlegroups.com. >> > To view this discussion on the web visit >> https://groups.google.com/d/msgid/beancount/682b03a7-7fc3-49e2-b64b-59ee3c698314n%40googlegroups.com >> >> <https://groups.google.com/d/msgid/beancount/682b03a7-7fc3-49e2-b64b-59ee3c698314n%40googlegroups.com?utm_medium=email&utm_source=footer> >> . >> > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/b2780013-ff45-43b6-8646-c116c1401827n%40googlegroups.com.
