Python package for scraping personal financial data from financial institutions.

This package may be useful on its own, 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.venmo: downloads transaction and balance information from the Venmo.com website
• finance_dl.paypal: downloads transactions from the Paypal.com website
• finance_dl.amazon: downloads order invoices from the Amazon website
• finance_dl.healthequity: downloads transaction history and balance information from the HealthEquity website.
• finance_dl.google_purchases: downloads purchases that Google has heuristically extracted from Gmail messages.
• finance_dl.stockplanconnect: downloads PDF documents (including release and trade confirmations) from the Morgan Stanley Stockplanconnect website.
• finance_dl.pge: downloads Pacific Gas & Electric (PG&E) PDF bills.
• finance_dl.comcast: downloads Comcast PDF bills.
• finance_dl.ebmud: downloads East Bay Municipal Utility District (EBMUD) water bills.
• finance_dl.anthem: downloads Anthem BlueCross insurance claim statements.
• finance_dl.waveapps: downloads receipt images and extracted transaction data from Wave, which is a free receipt-scanning website/mobile app.
• finance_dl.ultipro_google: downloads Google employee payroll statements in PDF format from Ultipro.

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:

pip install .

or for development:

pip install -e .

Configuration

Create a Python file like example_finance_dl_config.py.

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

Basic 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 argument. This runs an interactive IPython shell that lets you manually invoke parts of the scraping process.

Automatic Usage

To run multiple configurations at once, and keep track of when each configuration was last updated, you can use the finance_dl.update tool.

To display the update status, first create a logs directory and run:

python -m finance_dl.update --config-module example_finance_dl_config --log-dir logs status

Initially, this will indicate that none of the configurations have been updated. To update a single configuration myconfig, run:

python -m finance_dl.update --config-module example_finance_dl_config --log-dir logs update myconfig

With a single configuration specified, this does the same thing as the finance_dl.cli tool, except that the log messages are written to logs/myconfig.txt and a logs/myconfig.lastupdate file is created if it is successful.

If multiple configurations are specified, as in:

python -m finance_dl.update --config-module example_finance_dl_config --log-dir logs update myconfig1 myconfig2

then all specified configurations are run in parallel.

To update all configurations, run:

python -m finance_dl.update --config-module example_finance_dl_config --log-dir logs update --all

License

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

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