In a previous post, I mentioned importing transactions using ledger/hledger and plain text accounting. As my former bank PTSB recently raised their fees, I decided to move to KBC. I was excited to see, as part of the open payments directive, they have a nice developer portal. I reached out to KBC’s dev team, but alas they are only accepting registered companies, who meet stringent criteria. They told me they hope to open it up soon to end users, I live in hope!
If you haven’t tried Google Apps Script, I found a really nifty use for it: smart filtering for email. Wait, shouldn’t I just use Gmails' built-in filters? As it turns out you can’t - my filter needs to act on email that matched that filter in the past. So in other words: a filter can only act on email it actually “filters”, which kinda makes sense! I’m a big fan of automation (and email is ripe for automation), as you can see from my post on meetings in Outlook.
I’ve followed this tutorial personally, not using Mongo as the database at first. It’s clear and to the point and provides just what you need to know to get started. Highly recommended.