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https://github.com/kevinschaich/mintable

🍃 Automate your personal finances – for free, with no ads, and no data collection.
https://github.com/kevinschaich/mintable

analytics budget budget-management budgeting finance finance-management finance-tracker google-sheets google-sheets-api javascript mint mintable money personal-capital personal-finance plaid plaid-api sheets-api spreadsheet tracker

Last synced: 27 days ago
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🍃 Automate your personal finances – for free, with no ads, and no data collection.

Host: GitHub
URL: https://github.com/kevinschaich/mintable
Owner: kevinschaich
License: mit
Created: 2019-01-26T20:53:48.000Z (almost 6 years ago)
Default Branch: master
Last Pushed: 2023-10-25T23:28:44.000Z (about 1 year ago)
Last Synced: 2024-05-01T16:53:45.949Z (6 months ago)
Topics: analytics, budget, budget-management, budgeting, finance, finance-management, finance-tracker, google-sheets, google-sheets-api, javascript, mint, mintable, money, personal-capital, personal-finance, plaid, plaid-api, sheets-api, spreadsheet, tracker
Language: TypeScript
Homepage: https://kevinschaich.io/mintable/
Size: 18.1 MB
Stars: 1,466
Watchers: 23
Forks: 195
Open Issues: 32
Metadata Files:
- Readme: README.md
- Funding: .github/FUNDING.yml
- License: LICENSE

Awesome Lists containing this project

awesome-fintech - Mintable - automate personal finances without ads and data collection (Personal finance)

README

        


Mintable


Automate your personal finances – for free, with no ads, and no data collection.





Mintable helps you:

- Keep track of your account balances

- Aggregate transactions from all your banking institutions, including checking accounts, savings accounts, and credit cards

- Analyze and budget your spending using a spreadsheet and formulas

![](./docs/img/mintable.png)




[![](https://img.shields.io/github/actions/workflow/status/kevinschaich/mintable/test.yml?branch=master)](https://github.com/kevinschaich/mintable/actions?query=workflow%3ATest)

[![](https://img.shields.io/npm/v/mintable)](https://www.npmjs.com/package/mintable)

[![](https://img.shields.io/github/release/kevinschaich/mintable.svg)](https://github.com/kevinschaich/mintable/releases)

[![](https://img.shields.io/github/license/kevinschaich/mintable.svg)](https://github.com/kevinschaich/mintable/blob/master/LICENSE)

[![](https://img.shields.io/github/issues/kevinschaich/mintable.svg)](https://github.com/kevinschaich/mintable/issues)

[![](https://img.shields.io/github/issues-pr/kevinschaich/mintable.svg)](https://github.com/kevinschaich/mintable/pulls)

[![](https://img.shields.io/reddit/subreddit-subscribers/Mintable?style=social)](https://reddit.com/r/Mintable)

---

## Quickstart

Requires `node >= v11.0.0`.

1. Sign up for [Plaid's Free Plan](https://plaid.com/pricing/).

2. Install Mintable:

    ```bash

    npm install -g mintable

    mintable setup

    ```

3. Update your account balances/transactions:

    ```

    mintable fetch

    ```

> **Note:** If you're already a version `1.x.x` user, you can [migrate your existing configuration to version `2.x.x`](./docs/README.md#migrating-from-v1xx).

## Documentation

Check out the full documentation [in the `./docs` folder](./docs/README.md).

## FAQs

**WTF is 'Mintable'?!**

> **min·ta·ble**: _noun._

> 1. An open-source tool to automate your personal finances – for free, with no ads, and no data collection. Derived from *mint* (the [wildly popular personal finance app from Intuit](https://www.mint.com/)) + *table* (a spreadsheet).

**Do I have to use Plaid?**

* Nope. You can [import transactions from a CSV bank statement](./docs/README.md#manually--on-your-local-machine--via-csv-bank-statements) exclusively on your local machine. We also have [templates](./docs/templates) to get you started.

**Do I have to use Google Sheets?**

* Nope. You can [export your account balances & transactions to a CSV file](./docs/README.md#on-your-local-machine--via-csv-files) exclusively on your local machine.

**Do I have to manually run this every time I want new transactions in my spreadsheet?**

* Nope. You can automate it for free using [BitBar](./docs/README.md#automatically-in-your-macs-menu-bar--via-bitbar), [`cron`](./docs/README.md#automatically-in-your-local-machines-terminal--via-cron), or [GitHub Actions](./docs/README.md#automatically-in-the-cloud--via-github-actions).

**How do I use it with banks outside the US?**

* Fork & edit the [country codes here](https://github.com/kevinschaich/mintable/blob/377257a6040ed9b6dd93d88435e53c48108b5806/src/integrations/plaid/plaidIntegration.ts#L126). Default support is for US banks.

**How do I use it with Windows?**

* Windows is not natively supported but you can try [this](https://github.com/kevinschaich/mintable/issues/125#issuecomment-1253961155).

**It's not working!**

- [File an issue](https://github.com/kevinschaich/mintable/issues)

## Alternatives

- [**Money in Excel**](https://www.microsoft.com/en-us/microsoft-365/blog/2020/06/15/introducing-money-excel-easier-manage-finances/): Recently announced partnership between Microsoft/Plaid. Requires a Microsoft 365 subscription ($70+/year).

- [**Mint**](https://www.mint.com/): Owned by Intuit (TurboTax). Apps for iOS/Android/Web.

- [**build-your-own-mint**](https://github.com/yyx990803/build-your-own-mint): Some assembly required. More flexible.