I came to a smiliar conclusion and have been working on a solution for my particular set of bank accounts. So far it downloads transactions from citizens bank or venmo using selenium. Then in a separate stage it parses them into a python object based spreadsheet.
I've also used YNAB and loved how it could categorize spending. So a part of my project is that it lets you use udev-inspired matching rules to assign categories or other properties to transactions.
You can also put credentials for each bank in an encrypted file behind a master password. I can't promise it's secure but it's enough for me to not worry about saving the info to disk.
There's still work to do: I've only implemented a couple bank backends and some core logic, and haven't got around to adding anything for analysis, or a real setup.py, or a readme. Still working on it a bit every day. Fidelity is next. Would love it if anyone was interested and wanted to add their own equally jank bank backend.
I've also used YNAB and loved how it could categorize spending. So a part of my project is that it lets you use udev-inspired matching rules to assign categories or other properties to transactions.
You can also put credentials for each bank in an encrypted file behind a master password. I can't promise it's secure but it's enough for me to not worry about saving the info to disk.
There's still work to do: I've only implemented a couple bank backends and some core logic, and haven't got around to adding anything for analysis, or a real setup.py, or a readme. Still working on it a bit every day. Fidelity is next. Would love it if anyone was interested and wanted to add their own equally jank bank backend.
https://www.github.com/tmerr/bank_wrangler