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Automate reviews by pulling data somehow #39

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11 of 18 tasks
chrisputnam9 opened this issue Sep 25, 2021 · 0 comments
Open
11 of 18 tasks

Automate reviews by pulling data somehow #39

chrisputnam9 opened this issue Sep 25, 2021 · 0 comments
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Upcoming Sprint

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@chrisputnam9
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chrisputnam9 commented Sep 25, 2021 •
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Primary Goal: Automate Weekly Review
Building at: https://money-dev.chrisputnam.info/report
Mint at: https://mint.intuit.com/overview.event

Mint Plan:

Initial POC - Balances

  • Organize sheet
  • Finalize snippet to get paste-able balances for spreadsheet
  • Exclude Comenity
  • Separate Robinhood balances in sheet

Transactions POC

  • Snippet - get transactions for each key account one at a time
  • Output to table for review
  • Work toward open source release - part of extension or just main money repo for now
  • Look into more info for transactions - eg. USAA 11/19 Weis - gas?

Statements

  • For CCs see if there is some way to get statements
  • Mint somehow - extra API call?
  • Worst case - possible to get them e-mailed?

Move over to extension (later?)

  • Use Money extension - brand new script to keep separate (may not publish?)
  • Insert script on page to get balances
  • Script outputs paste-able balances for spreadsheet

Full Transaction Reporting (later?)

  • Insert script on page to get transactions for past (30 days?)
  • Post data to endpoint on Money app
  • Build report interface on Money app - comparing transactions and marking as reviewed
  • Improve password security
@chrisputnam9 chrisputnam9 added this to the Current Sprint milestone Sep 28, 2021
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