monarchmoney-grablair 0.1.17

Monarch Money API for Python

Monarch Money

Python library for accessing Monarch Money data.

Installation

From Source Code

Clone this repository from Git

git clone https://github.com/hammem/monarchmoney.git

Via pip

pip install monarchmoney

Instantiate & Login

There are two ways to use this library: interactive and non-interactive.

Interactive

If you're using this library in something like iPython or Jupyter, you can run an interactive-login which supports multi-factor authentication:

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.interactive_login()

This will prompt you for the email, password and, if needed, the multi-factor token.

Non-interactive

For a non-interactive session, you'll need to create an instance and login:

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.login(email, password)

This may throw a RequireMFAException. If it does, you'll need to get a multi-factor token and call the following method:

from monarchmoney import MonarchMoney, RequireMFAException

mm = MonarchMoney()
try:
        await mm.login(email, password)
except RequireMFAException:
        await mm.multi_factor_authenticate(email, password, multi_factor_code)

Alternatively, you can provide the MFA Secret Key. The MFA Secret Key is found when setting up the MFA in Monarch Money by going to Settings -> Security -> Enable MFA -> and copy the "Two-factor text code". Then provide it in the login() method:

from monarchmoney import MonarchMoney, RequireMFAException

mm = MonarchMoney()
await mm.login(
        email=email,
        password=password,
        save_session=False,
        use_saved_session=False,
        mfa_secret_key=mfa_secret_key,
    )

Use a Saved Session

You can easily save your session for use later on. While we don't know precisely how long a session lasts, authors of this library have found it can last several months.

from monarchmoney import MonarchMoney, RequireMFAException

mm = MonarchMoney()
mm.interactive_login()

# Save it for later, no more need to login!
mm.save_session()

Once you've logged in, you can simply load the saved session to pick up where you left off.

from monarchmoney import MonarchMoney, RequireMFAException

mm = MonarchMoney()
mm.load_session()

# Then, start accessing data!
await mm.get_accounts()

Accessing Data

As of writing this README, the following methods are supported:

Non-Mutating Methods

• get_accounts - gets all the accounts linked to Monarch Money
• get_account_holdings - gets all of the securities in a brokerage or similar type of account
• get_account_type_options - all account types and their subtypes available in Monarch Money-
• get_account_history - gets all daily account history for the specified account
• get_institutions -- gets institutions linked to Monarch Money
• get_budgets — all the budgets and the corresponding actual amounts
• get_subscription_details - gets the Monarch Money account's status (e.g. paid or trial)
• get_recurring_transactions - gets the future recurring transactions, including merchant and account details
• get_transactions_summary - gets the transaction summary data from the transactions page
• get_transactions - gets transaction data, defaults to returning the last 100 transactions; can also be searched by date range
• get_transaction_categories - gets all of the categories configured in the account
• get_transaction_category_groups all category groups configured in the account-
• get_transaction_details - gets detailed transaction data for a single transaction
• get_transaction_splits - gets transaction splits for a single transaction
• get_transaction_tags - gets all of the tags configured in the account
• get_cashflow - gets cashflow data (by category, category group, merchant and a summary)
• get_cashflow_summary - gets cashflow summary (income, expense, savings, savings rate)
• is_accounts_refresh_complete - gets the status of a running account refresh

Mutating Methods

• delete_transaction_category - deletes a category for transactions
• delete_transaction_categories - deletes a list of transaction categories for transactions
• create_transaction_category - creates a category for transactions
• request_accounts_refresh - requests a synchronization / refresh of all accounts linked to Monarch Money. This is a non-blocking call. If the user wants to check on the status afterwards, they must call is_accounts_refresh_complete.
• request_accounts_refresh_and_wait - requests a synchronization / refresh of all accounts linked to Monarch Money. This is a blocking call and will not return until the refresh is complete or no longer running.
• create_transaction - creates a transaction with the given attributes
• update_transaction - modifies one or more attributes for an existing transaction
• delete_transaction - deletes a given transaction by the provided transaction id
• update_transaction_splits - modifies how a transaction is split (or not)
• create_transaction_tag - creates a tag for transactions
• set_transaction_tags - sets the tags on a transaction
• set_budget_amount - sets a budget's value to the given amount (date allowed, will only apply to month specified by default). A zero amount value will "unset" or "clear" the budget for the given category.
• create_manual_account - creates a new manual account
• delete_account - deletes an account by the provided account id
• update_account - updates settings and/or balance of the provided account id
• upload_account_balance_history - uploads account history csv file for a given account

Contributing

Any and all contributions -- code, documentation, feature requests, feedback -- are welcome!

If you plan to submit up a pull request, you can expect a timely review. There aren't any strict requirements around the environment you'll need. Please ensure you do the following:

• Configure your IDE or manually run Black to auto-format the code.
• Ensure you run the unit tests in this project!

Actions are configured in this repo to run against all PRs and merges which will block them if a unit test fails or Black throws an error.

FAQ

How do I use this API if I login to Monarch via Google?

If you currently use Google or 'Continue with Google' to access your Monarch account, you'll need to set a password to leverage this API. You can set a password on your Monarch account by going to your security settings.

Don't forget to use a password unique to your Monarch account and to enable multi-factor authentication!

Projects Using This Library

Disclaimer: These projects are neither affiliated nor endorsed by the monarchmoney project.

• monarch-money-amazon-connector: Automate annotating and tagging Amazon transactions (ALPHA)