moneyman

Automatically add transactions from all major Israeli banks and credit card companies to a online worksheet

Internally we use israeli-bank-scrapers to scrape the data.

Why?

Having all your data in one place lets you view all of your expenses in a beautiful dashboard like Google Data Studio and Microsoft Power BI

Run

Cloud

TODO: Add instructions?

locally

1. Clone this repo
2. Run npm install
3. Add your env variables (you can add them in a .env file in the project's root directory)
4. Run npm run start

TODO: Add docker build & run script

Setup

This app requires technical skills and a place to deploy your docker container.

If you prefer a GUI app, you can use Caspion instead.

Important: The current implementation assumes that you run the code on a secures and trusted computers. Its a bad idea to put all of your financial data in one place, especially with more then read only access.

Please use a secret management solution (azure secrets, docker secrets) to save and pass the environment variables

Add accounts and scrape

Use the following env vars to setup the data fetching.

Name	description
ACCOUNTS_JSON	A json array of accounts following this schema
ACCOUNTS_TO_SCRAPE	[Optional] A comma separated list of providers to take from ACCOUNTS_JSON, default value is all accounts
DAYS_BACK	The amount of days back to scrape
TZ	A timezone for the process - used for the formatting of the timestamp

Get notified in telegram

We use telegram to send you the update status.

1. Create you bot following this
2. Open this url https://api.telegram.org/bot<TELEGRAM_API_KEY>/getUpdates
3. Send a message to your bot and fnd the chat id

Name	description
TELEGRAM_API_KEY	The super secret api key you got from BotFather
TELEGRAM_CHAT_ID	The chat id

TODO: Add a way to send a message to the bot to connect

Export to google sheets

1. Follow the instructions here to create a google service account.
2. Create a new sheet and share it with your service account using the GOOGLE_SERVICE_ACCOUNT_EMAIL.

Name	description
GOOGLE_SERVICE_ACCOUNT_PRIVATE_KEY	The super secret api key of your service account
GOOGLE_SERVICE_ACCOUNT_EMAIL	The service account's email address
GOOGLE_SHEET_ID	The id of the sheet you shared with the service account
WORKSHEET_NAME	The name of the worksheet you want to add the transactions to

Export to excel on one drive

TBD