This is the big pain-point for me with self-hosted budgeting software
This is the big pain-point for me with self-hosted budgeting software. The corporate players in the space can jump through the security hoops and integrate with Plaid, but if I wanted to automatically pull my own data into the single-user budgeting tool I host entirely on my own network I need to pass the same security checks as a full-on fintech startup. Currently I enter transactions manually, but manually reviewing multiple credit card and bank statements is a chore and I don't keep up with it as much as I should. To make things worse, since I ideally want a live view of my budget and not a post-statement-issuance monthly review, I'm constantly checking over transactions I've already entered when their ordering changes in my credit card company's app. The closest thing to a potential solution involves extracting my Monarch Money session key from my browser and pulling data from their GraphQL endpoints with the help of an unofficial Python SDK. …
Original discussionFrom MIT: AI financial advice is surprisingly good403 source comments · at import