monarchmoneycommunity 1.2.0

Monarch Money API for Python

[!WARNING] This project was forked from https://github.com/hammem/monarchmoney and would not be possible without it. The upstream fork is no longer maintained. This fork fixes issues that prevent the library from working today, including the Monarch Money domain change to api.monarch.com, auth persistence, and the get_budget() GraphQL query. Moving forward, please report issues here.

Monarch Money Community

Python library for accessing Monarch Money data.

Installation

From Source Code

Clone this repository from Git

git clone https://github.com/bradleyseanf/monarchmoneycommunity.git

Via pip

pip install monarchmoneycommunity

Import the library as monarchmoney after installation.

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_credit_history - gets credit score snapshots and Spinwheel user details
• 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
• upload_attachment - uploads a binary file for a given transaction by the provided transaction id

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.

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

Open a PR adjusting the README if you would like to be added to this list

Disclaimer: These projects are neither affiliated nor endorsed by Monarch Money.

mmoney-cli - Access your MonarchMoney data via CLI