autobanking

Automatic banking to keep track of your expenses

Objectives

• Small project to keep online banking expenses under control.

• Automatizes the access to online banking and keeps your expenses data locally in a database.

• Requests the status of all your online bank accounts and saves it in an excel automatically.

• This Excel will be parsed and categorised and inserted into a SQLite DB.

• Weekly reports sent to e-mail and specific analysis available.

Status

What is currently done:

• Access Spanish Kutxabank online bank: enter ID and password from config file.
• Select desired bank account (pending to use XPATH to parse Account number)
• Download data between two dates into /tmp

TO-DO list:

• Refactor and organise code.
• Use Python-Excel library to read excel data.
• Insert this data into SQLite db
• Reparse SQLite data to categorize it into topics: household, transport, food, ...
• Automatic categorization by requesting the user
• Create expenses reports:
  • Current status
  • Weekly expenses, comparing to previous weeks
  • Monthly expenses, comparing to previous months. show trend
  • Evolution of categories in time
• Add ING bank

In the future:

• Create all above for other bank provider and join data in one place
• Multiplatform packaging (windows, linux, mac) with Python for easy install and config.
• Docker server running service
• Small app with frontend info and charts

Getting started

Prerequisites

Yo need Python 2.7 and the following packages:

sudo apt-get install python
sudo apt-get install pip
sudo apt-get install xvfb
#Browser automation
pip install selenium
#Python image processing:
pip install Pillow
#SQL Lite database:
sudo apt-get install sqlite3
#SQLite bindings for python
#Python-excel library

download geckodriver and put it in your path

Installation

clone or download the repository

Copy configexample.ini to config.ini and put your ID/code to access the Spanish ING personal account.

Usage

To test it, run:

python ingdirect.es.py

This will open firefox and you will see the execution. If something fails you will see it in the exceptions.

Disclamer:

This is a work in progress, use it at your own risk.

Author:

quikshot

Acknowledgements

Roger Barnes for inspiration on its Australian ING online access: https://gist.github.com/mindsocket/3015852