Looking for a selfhosted app to gather credit card statements
Hello everyone, I currently have a credit card account that have multiple credit card. All work great except there's multiple problem on the accounting management. While, as the account owner, I see everyone's transaction, I cannot see a split view per card…
Hello everyone, I currently have a credit card account that have multiple credit card. All work great except there's multiple problem on the accounting management. While, as the account owner, I see everyone's transaction, I cannot see a split view per card (even if each transaction show which card did it). And I only see the total of all account balance. The other account user with their own card can see only their own transaction but no balance! I already reached out to the credit card company and they can't do anything more. So right now, what I do is I have an excel sheet with a table where each column is a credit card and I enter manually each transaction one by one, including payment, to each owner. All of that is summed and put into a resume where everyone can see the current statement balance for each card owner, and then make payment accordingly. This is tiresome, and I've tried to look at a self-hosted app (or even not selfhosted) that would do that for me but I haven't found it (like having a webgui that show all of that). I've saw some money management program that will categorize your spending and such but that's not what I want. I simply want a balance calculation for each card based on the transaction that it will fetch directly at my bank (like other money program does) Does such an app exist? Thank you
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thanks for the suggestion. I already checked in the past sure.am. It's a budgeting app but it only split stuff in category in such. Unless I missed it somewhere, it doesn't have a feature to split transaction based on a credit card number into an account
Checkout https://sure.am
Curious, can you export the data once a night or even get an API (like plaid) to pull that info? Honestly might be able to have AI/claude or whatever write a script that pulls it and can organize it by card owner. The writing to an excel file sounds like the easy part it’s just grabbing the data. Even if you were to get screenshots I think you can automate something.
OFX beats Plaid for self-hosted finance since you own the token and skip the OAuth flow. I've built something similar for multi-card balance tracking. been doing backend work like this for 15+ years. the annoying part is always normalizing transaction dates across issuers. DM if you want to compare notes.
Does your credit card issuer send transaction alert emails? If yes, I might have a solution that can work for you. I'm currently building a local app that parses the transaction alerts to generate transactions and shows them inside the app. Each credit card that has a different account number (last 4 digits) appears in the UI as a different card and clicking on it will show you all the imported transactions for that card only. It also does show you the total amount per card. It's in early beta stage now, but if you want to try it message me and I will share the link with you.
I’m using plaid mx and ofx with n8n workflows pulling, normalizing and updating my accounts in firefly3.
I wonder if this is something that simplefin would expose?
It’s not self-hosted, and I’m not sure if that’s a security concern for you, but Claude Co-Work can do it. Simply download the PDF or data to a local folder and ask it to create an Excel file with a summary for each card. I do something similar with other type of documents.
If you're in Europe, SyncBank does exactly this, connects via PSD2 and syncs transactions automatically to CSV, Google Sheets, Airtable or Notion. No manual exports. One-time payment, and runs on your machine syncbank.app