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README.md

SimpleFIN 2 Ledger

SimpleFIN is a data format/protocol for getting read-only access to your bank account information.

sfin2ledger is a command line utility for converting SimpleFIN account data into a format suitable for Ledger.

Installation

pip install git+https://github.com/simplefin/sfin2ledger.git

Example

Find your bank's SimpleFIN server. If they don't have one, you can use the SimpleFIN Bridge. The example below uses a demo account from the SimpleFIN Bridge.

Claim an access url (you do this once you have a Setup Token):

SETUP_TOKEN="aHR0cHM6Ly9icmlkZ2Uuc2ltcGxlZmluLm9yZy9zaW1wbGVmaW4vY2xhaW0vZGVtbw=="
CLAIM_URL=$(echo ${SETUP_TOKEN} | base64 --decode)
ACCESS_URL=$(curl -X POST $CLAIM_URL)
echo "$ACCESS_URL" > /tmp/access_url

Get some data in ledger format (do this daily or whatever):

curl "$(cat /tmp/access_url)/accounts" | sfin2ledger

which produces something like:

2016/06/20 Gas Station
    Expenses:UNKNOWN                  $44.37
    Assets:SimpleFIN Demo 1 Savings


2016/06/20 Gas Station
    Expenses:UNKNOWN                   $4.82
    Assets:SimpleFIN Demo 1 Checking


2016/06/20 Good Person Reward
    Expenses:UNKNOWN                  $19.72
    Assets:SimpleFIN Demo 1 Savings


2016/06/20 Good Person Reward
    Assets:SimpleFIN Demo 1 Checking  $41.01
    Income:UNKNOWN

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Utility to convert SimpleFIN data into the Ledger file format.

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