edanvoye / chipmunk-finance

Chipmunk Finance is an open-source financial data aggregator. It will connect to your bank websites, and download account information and transactions. Contrary to other similar online services, Chipmunk will store everything locally and no data will leave your computer.

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chipmunk-finance

Chipmunk Finance is an open-source financial data aggregator. It will connect to your bank websites, and download account information and transactions. Contrary to other similar online services, Chipmunk will store everything locally and no data will leave your computer. Access to the data is protected with a password, and the bank account credentials are encrypted. (Transactions are not currently encrypted in the local database).

Access to different bank websites are implemented as plugins in Python. It is possible for users to add and maintain new web scrapers for banks that are not yet supported. The financial data is fetched directly from the user's bank website, and does not use any third party aggregation system. The data is only stored on the user's computer.

The software currently offers a very basic command-line interface, but a local web-based UI is planned.

This project is just getting started, use at your own risk.

Supported banks

Support for financial institutions can be improved by adding scripts in the providers folder.

  • Tangerine Bank (Canada)
  • Questrade (Canada)

How to run

Install Chrome Driver for Selenium : https://sites.google.com/a/chromium.org/chromedriver/downloads

MacOS: Place the 'chromedriver' file directly in the /chipmunk folder.

Create and activate Python 3.7 virtual environment, then install modules with:

pip install -r requirements.txt

Run command line utility:

python commandline.py --help

python commandline.py --user joe --add
python commandline.py --user joe --update --headless
python commandline.py --user joe --accounts
python commandline.py --user joe -t
python commandline.py --user joe -b

Run local webserver at http://127.0.0.1:5000

python commandline.py --www

About

Chipmunk Finance is an open-source financial data aggregator. It will connect to your bank websites, and download account information and transactions. Contrary to other similar online services, Chipmunk will store everything locally and no data will leave your computer.

License:GNU General Public License v3.0


Languages

Language:Python 68.1%Language:HTML 30.2%Language:CSS 1.6%