For example: https://cmp.onl/tbir

Testing: https://cmp.onl/tbc7

Not sure if worthwhile... as long as 3 is working well for me

Example:
https://money.chrisputnam.info/transaction/form?id=84033

In image tab, warn instead of showing broken image.

Pre-submission, large warning in header

• Adjust API to base on tokens as well
• Prompt for login on-demand
• Long expiration (90 days?)
• Modify extension & test
• Modify login/controller - ::login calls - remove hash argument
• Add information to tokens - browser, OS?
• Show active tokens on User page

Negative budget? Or separate data model?

Hasn't been an issue yet, since only showing one year at a time at most, not enough transactions to slow things down

https://cmp.onl/tbW8

Expected transaction, expected amount, flag or put at top of list for filling in actual amount.

• Eg. Patreon, Mortgage, Insurance
• Could be a status, like "pending confirmation" that is unchecked by default
• Repeating items could have flags to be set on their repetitions by default, besides their own flags

• Review progress and update plan
• Category
• Keep in session data, add reset for filters
• Date: Year, Month, <>, both set from & to, inclusive

Extra Transaction Filters:

• Account (single drop-down for now)
• Full Control of from/to for dates
• When switched to budget view, show for month based on start date.

Reports - saved filters

Check Reports against Banks, fill in missing

https://developers.google.com/web/updates/2018/12/web-share-target

• eg. account names, account numbers, dates?

no. chars in longest match
no. chars in total matches
Test with real orders - paypal / patreon
manual test with text file - list a lot of accounts and partial account matches

Start with focus on account_to - expand from there

testing: https://cmp.onl/tb13
and: https://cmp.onl/tb1g

• Debug: G.A. Smith Auto & Towing LLC | No | a, | 4 | 0.44444444444444 | 1 | 0.05
• Figure out sorting algorithm
• Count total matches in entire text - for exact matches (and words as well?)
• Count "uncommon" matches as well - eg. except for "the, and, of" - review test example
• Fine tune sorting
• Update extension to include Page & URL in content field for better matching

https://plaid.com/

Primary Goal: Automate Weekly Review
Building at: https://money-dev.chrisputnam.info/report
Mint at: https://mint.intuit.com/overview.event

Mint Plan:

Initial POC - Balances

• Organize sheet
• Finalize snippet to get paste-able balances for spreadsheet
• Exclude Comenity
• Separate Robinhood balances in sheet

Transactions POC

• Snippet - get transactions for each key account one at a time
• Output to table for review
• Work toward open source release - part of extension or just main money repo for now
• Look into more info for transactions - eg. USAA 11/19 Weis - gas?

Statements

• For CCs see if there is some way to get statements
• Mint somehow - extra API call?
• Worst case - possible to get them e-mailed?

Move over to extension (later?)

• Use Money extension - brand new script to keep separate (may not publish?)
• Insert script on page to get balances
• Script outputs paste-able balances for spreadsheet

Full Transaction Reporting (later?)

• Insert script on page to get transactions for past (30 days?)
• Post data to endpoint on Money app
• Build report interface on Money app - comparing transactions and marking as reviewed
• Improve password security

• Get timestamps top of fxn
• Modify now to be, at latest, end of period and at earliest start of period (avoid too high or low elapsed / remaining)
• Tweak styling a bit

Goal would be to speed up upload time
Maybe OCR in browser too - in order to use original full-quality image

https://cmp.onl/ttRG

• eg. https://cmp.onl/tbMp

Close window faster
Check what window SENT the message, close that one specifically

auto orient is too slow because of saving large png... compress a bit?

Test with receipt on live when done

Finicity

Pending help with setup
Pricing unknown

Plaid

Pending PNC fix
Assets - Point-in-time snapshots of users' finances

• 2.99 / report
  Balance - Real-time balance checks
• $0.10 / call
  Investments - Retirement, brokerage, health, and education
• $0.35 per connected account / month for Investments Transactions; $0.18 per connected account / month for Investments Holdings
  Liabilities - Student loan, credit card, and mortgage data
• $0.20 per connected account / month
  Transactions - Up to 24 months of categorized data
• $0.30 / account / month

$500/month credit for first 6 months
After that, might be ~$5/month?

Look at other alternatives

• MX - never able to get account set up so far

Plan

• Test with real accounts, make sure key accounts work - Chase, PNC
• Look into API limits - implement caching if needed
• Finalize report logic
• Build out report templates
• Improve passwords when up and running

• Amazon order numbers - follow a common pattern
• Tracking numbers
• Addresses
• Phone numbers

https://cmp.onl/tbHx

https://cmp.onl/tb1Z

When done, remove iconv line from dbo data model

Compare DB with files, delete unreferenced files

Eg. https://cmp.onl/tbNr

http://realfavicongenerator.net/

• typically shouldn't be that many, but sometimes bugs come up - eg. image shorten

Testing: https://cmp.onl/tb13