Re: SimpleFIN and Multiple-account importers

On Saturday, January 11, 2025 at 9:32:19 PM UTC-5 ch...@hasenpflug.net wrote: SimpleFIN Bridge uses MX, a Plaid-like service, to access your accounts. On Saturday, January 11, 2025 at 8:04:30 PM UTC-6 mtb...@gmail.com wrote: How does SimpleFin connect to accounts ? Does it "know" your password

Re: SimpleFIN and Multiple-account importers

SimpleFIN Bridge uses MX, a Plaid-like service, to access your accounts. On Saturday, January 11, 2025 at 8:04:30 PM UTC-6 mtb...@gmail.com wrote: > > How does SimpleFin connect to accounts ? Does it "know" your passwords ? > On Saturday, January 11, 2025 at 1:33:13 PM UTC-5 ch...@hasenpflug.net

Re: SimpleFIN and Multiple-account importers

How does SimpleFin connect to accounts ? Does it "know" your passwords ? On Saturday, January 11, 2025 at 1:33:13 PM UTC-5 ch...@hasenpflug.net wrote: > Hi all, I have published my initial work on a SimpleFIN python library > with command line interface. It is available on pypi ( > https://pyp

Re: SimpleFIN and Multiple-account importers

Hi all, I have published my initial work on a SimpleFIN python library with command line interface. It is available on pypi (https://pypi.org/project/simplefin/) and Github (https://github.com/chrishas35/simplefin-python/). This initial release has commands to convert a SimpleFIN setup token i

Re: SimpleFIN and Multiple-account importers

My bad - and apologies to the smart_importer contributors! The issue I ran into is that the hook function call signature seems to have changed in beangulp v3. It's called with two args for the extracted and exis

Re: SimpleFIN and Multiple-account importers

But I'm not using this in production yet as I'm trying to write the equivalent of Red S's smart importer to predict the category account. While I use smart_importer a lot and find it to be excellent what what it does, I had nothing to do with writing it. The authors and contributors can be f

Re: SimpleFIN and Multiple-account importers

On Friday, January 10, 2025 at 4:31:42 AM UTC-5 dan...@grinta.net wrote: - multiple importers matching the same source file, each extracting transactions pertinent to one account. The transactions are grouped per-account in the ledger and the source statement can be copied in multiple locations

Re: SimpleFIN and Multiple-account importers

Timely topic! I've been playing around with SimpleFIN a bit as well and trying to get it integrated into my workflow. I have the start of a python library and CLI that I'd like to share. Perhaps the snow day will give me an opportunity to polish it for publishing. On Thursday, January 9, 2025

Re: SimpleFIN and Multiple-account importers

On 09/01/25 16:28, Paul Walker wrote: Hey all, I'm curious what importer tricks anyone has for statements with multiple accounts. Aggregators like SimpleFIN (recently discovered, a great stand-in for banks dropping ofx~ofxtools/ofxget

Re: SimpleFIN and Multiple-account importers

I start with either ofxget or this simplefin shell script to download transactions. Simplefin couldn't be easier - pull access token url out of keyring (secret-tool), *curl* it, *jq* the

Re: SimpleFIN and Multiple-account importers

I've been experimenting with SimpleFin for a few weeks. I have one script which runs each morning and downloads the data for all my accounts, saving it directly in the JSON format returned by SimpleFin. I have a separate importer that uses a configuration file to define the different accounts.

Re: SimpleFIN and Multiple-account importers

I’m interested in this, as well; I’ve signed up for a SimpleFIN account but haven’t actually used it in anger, yet. Do you have a sample config showing how your importer’s used? I’d like to copy some of your work. :-) What’s your workflow? A separate script that downloads from SimpleFIN and du