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 “csv from google drive”, 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 doesn’t 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 ).
I’d be very interested in API support if it still isn’t provided yet (couldn’t find anything from searching).
Smart rules solve part of this problem but it can’t 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 I’m using isn’t 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, that’d be excellent.
I know Emma also has transaction splitting options, but as discussed in the past, they really aren’t 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.
I’d like to set up a service myself that’ll pull balances from my ISA and CIA accounts and whenever the balance updates I would push transactions to my offline accounts in Emma.