This could get us a way to add unsupported accounts - ie on my desktop I can periodically get the account balances then push them to emma. I do this already for https://evolvemyretirement.com/.
I suggest a new account type, say ācsv from google driveā, similar to existing real accounts but -
Configured with csv location ( google drive is first thought but could be others such as iCloud, dropbox etc )
Is refreshed at the same time as other real accounts
File contains list of -
date
balance
transactions
maybe other info that real accounts use
This gives us a chance to download unsupported accounts statements manually and create the file. I expect we can build up a library of statement converters.
Nice thing is that this doesnāt impact security of account login details.
Other formats ( eg json ) is also fine if that better matches the internal structures.
I guess you might also want to consider a way for us to write our own downloaders as a emma plugin.
Smart rules is about linking manual transactions - so still manual data entry.
The proposal here is to automate data entry for unsupported banks - replace typing with regular reading of a file ( which is created/updated outside of emma ).
Iād be very interested in API support if it still isnāt provided yet (couldnāt find anything from searching).
Smart rules solve part of this problem but it canāt automatically update the balance for an offline account when said balance grows / shrinks due to investment fluctuations.
Being able to check everything in a single place is very valuable to me so if an institution Iām using isnāt supported then having the option to automate balance management would be incredibly helpful.
One practical use case for this is when you keep split transactions in a separate app (i.e. Splitwise, Splid, Sesterce, etc). I have a manual account for the balance(s) from splitting apps, to understand my overall financial situation, less debt that is owed to me (i.e. shared household bills in our case). If I could build an API bridge to transfer these values over to Emma automatically / with one click, thatād be excellent.
I know Emma also has transaction splitting options, but as discussed in the past, they really arenāt up to scratch compared to what else is available out there.
+1 for this feature from me too. In fact, I am already pulling data from 2 dozen services, some through apis, some through scraping, few of which are supported by Emma
Hey. I would really love an API that will allow me to push transactions to my offline accounts.
Iād like to set up a service myself thatāll pull balances from my ISA and CIA accounts and whenever the balance updates I would push transactions to my offline accounts in Emma.
Just a quick word to say Iād be interested in the API as well.
The ability to update offline accounts, or edit transactions categories automatically from Python would be a nice feature for me.
Yes, the current way to do this in app is quite good (especially the āapply to similar transactionsā aspect), however doing this via API would provide more freedom.
For example, if I wanted to change categories of every single transaction I have in one go to assign them to custom categories, Iād be able to.
Data export (already mentioned in another thread) would allow to fetch/refresh data from a spreadsheet to update any graphs, pivot table etc instead of exporting the CSV.
Note: I realize the above would only be of use to a (very) small portion of your user base.
Iām still really eager to have some way to automatically push updated account balances/transactions to my offline accounts. This would be really good for unsupported investment accounts and pensions.
Any ideas on when this functionality may be available?
This is something I really want to do - like most of anything else in the app; but it has to wait a bit. Our biggest concern at this stage would be the adoption.