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I can second Plaid. I use it with a read-only account on my bank, and it works great. I have a daily cron that grabs the data and pulls it into a database on my home network.

It's free (since I only have one use -- me), which is great.




what do you use to manage the transaction data? do you go through to categorize them? have a frontend for viewing?


I pull the transactions into SQLite, and have a custom web frontend I use to categorize them. Then for reporting, I export the whole database into a Ledger (https://www.ledger-cli.org/) file. Works great, although it's a lot of moving pieces.




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