Re: importing bank statements

I've posted an update on this topic in the Moneydance forum for third 
party developers. 
http://help.infinitekind.com/discussions/moneydance-development/52-webconnect-downloader

Please, Lets continue this fruitful discussion and collaboration in 
that forum.

-SteveL




On Tue, 24 May 2011 13:41:32 -0700, Lionel Hummel and Linda Enger wrote:
> Add my name to the growing list of people who have been exploring ways
> to download information automatically from the web, especially when
> there is no free OFX direct download service available.
> 
> I've done a lot of experimenting too, and would love to pool my effort
> into a like-minded project.
> 
> In addition to banking, I've been interested in making "programmable"
> other sites that make it needlessly difficult for people to get their
> own personal data onto their own personal computer.  These include
> utilities (phone, electricity) and subscriptions (PDFs, etc.).
> 
> One very relevant project that I haven't seen mentioned is "weboob"
> (Web out-of-browser):
> 
>   http://symlink.me/projects/weboob
> 
> Their existing banking support is France-centric, and I find their
> slant too misogynistic, but their software is fairly well designed,
> written in Python, and capable of being automated.  The code is GPL
> (actually, now AGPLv3), so I wouldn't mind contributing to a fork if
> any of you are interested in it as a starting point.
> 
> The other angle I've worked on, which isn't very well covered by other
> projects, is extracting data from PDFs and incorporating it into a
> filing system.  For example, with most downloads on my Mac, I'll see
> statement.pdf, statement-1.pdf, and so on.  Figuring out its
> institution, account, and statement date, removing accidental
> duplicate downloads, and filing it away for reference or further
> processing ... is tedious without a script to automate the
> "ingestion".
> 
> So, where are people congregating to work on this?  I notice that
> web-banking-assistant was set up on Google Code, though not much has
> happened there yet.  Also, the online banking scope, while apropos to
> this list, and a superb initial target, is too narrow of a long-term
> direction - it's a step away from what I've been doing, viewing
> "browser-less automation" as a general problem not unique to banking
> web sites.  As long as the scope of discussion doesn't have to stay
> limited to banking, I'm "in".
> 
> < Lionel
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