finance-dl 1.0.0

Tools for scraping personal financial data.

Python package for scraping personal financial data from financial institutions.

This package may be useful on its, but is specifically designed to be used with beancount-import.

Supported data sources

• finance_dl.ofx: uses ofxclient to download data using the OFX protocol.
• finance_dl.mint: uses mintapi to download data from the Mint.com website.
• finance_dl.amazon: downloads order invoices from the Amazon.com website
• finance_dl.healthequity: downloads transaction history and balance information from the HealthEquity website.

Setup

To install the most recent published package from PyPi, simply type:

pip install finance-dl

To install from a clone of the repository, type:

python setup.py install

or for development:

python setup.py develop

Configuration

Create a Python file like example_finance_dl_config.py.

Refer to the documentation of the individual scraper modules for details.

Usage

You can run a scraping configuration named myconfig as follows:

python -m finance_dl.cli --config-module example_finance_dl_config --config myconfig

The configuration myconfig refers to a function named CONFIG_myconfig in the configuration module.

Make sure that your configuration module is accessible in your Python sys.path. Since sys.path includes the current directory by default, you can simply run this command from the directory that contains your configuration module.

By default, the scrapers run fully automatically, and the ones based on selenium and chromedriver run in headless mode. If the initial attempt for a selenium-based scraper fails, it is automatically retried again with the browser window visible. This allows you to manually complete the login process and enter any multi-factor authentication code that is required.

To debug a scraper, you can run it in interactive mode by specifying the -i command-line arugment. This runs an interactive IPython shell that lets you manually invoke parts of the scraping process.

License

Copyright (C) 2014-2018 Jeremy Maitin-Shepard.

Distributed under the GNU General Public License, Version 2.0 only. See LICENSE file for details.