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Monarch Money API for Python

Project description

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:

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:

mm = MonarchMoney()
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:

mm.multi_factor_authenticate(email, password, multi_factor_code)

Accessing Data

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

  • get_accounts - all the accounts linked to Monarch Money
  • get_account_holdings - all of the securities in a brokerage or similar type of account
  • get_subscription_details - the Monarch Money account's status (e.g. paid or trial)
  • get_transactions - transaction data, defaults to returning the last 100 transactions; can also be searched by date range
  • get_transaction_categories all of the categories configured in the account
  • get_transaction_tags - all of the tags configured in the account
  • get_cashflow - cashflow data (by category, category group, merchant and a summary)
  • get_cashflow_summary - cashflow summary (income, expense, savings, savings rate)

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