Software to track multiple deposit accounts

S

step0fail

Registered User
Messages
27
Hi everyone,

I've been looking for an app that tracks banks and non-bank accounts like Trading 212, Raisin, etc. I couldn't find one place to track everything, so I started to experiment with my own solution.

How it works: For most banks, you upload your CSV statement, and the app handles categorisation/rule creation. For providers like Trading 212, it uses the API Key to sync your real-time total balance (you then use CSVs for transaction history mapping).

I built "What-If" scenarios. This lets me model things like: "If I lose my job, how long can I cover essentials?" or "What's the long-term saving if I switch providers?"
The entire app is Open Source (run it locally if you prefer).
The data is fully encrypted using your password (I cannot see it).
No verification needed to register (use fake details).

I'm happy to add more institutions if people find this useful.

I haven't included any URLs yet as I'm not sure if the forum rules allow me to share external links directly. If it's okay, I'd be happy to share the link to the project!
 
step0fail said:
I haven't included any URLs yet as I'm not sure if the forum rules allow me to share external links directly.
Click to expand...

Key Post - New users must wait one hour between posts and cannot put links in posts

Spammers flood askaboutmoney with posts with links To prevent that we have some limits on new users 1) They must wait an hour between posts. 2) They cannot put links in posts These restrictions are lifted, when you become an established poster. An established poster must have at least 10...
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Just to clarify, I was linking to the thread that explains why new posters can't post clickable links. But there's no blanket ban on posting links. (Obviously links to inappropriate content will be deleted by the moderators). So you could post your links if you want but they won't be clickable until you become an established poster. Hope that makes sense...
 
Oh ok, let's try then, this is the URL: bankweave.step0fail.com - as I said it's in early development..

I hope I don't get banned..
 
step0fail said:
this is the URL: bankweave.step0fail.com
Click to expand...
Yes, that works if the URL is selected and opened manually or copied and pasted into the browser address bar...

1000019205.webp
 
I've added a demo account with a few transactions, just to have a feeling of the app features.

Username: demo@bankweave.app
Password: Demo123!

I'll reset this account now and then.

I failed to mention that this app allows to track deposit accounts, but also current accounts, credit cards, etc.

Right now it supports PTSB, Trading 212, Revolut current account, Revolut credit card, Trade Republic and a few more.. I'm happy to add more institutions, I just need an example CSV statement file, in case the generic parser fails.
 
Can I ask why it doesn’t automatically pull transaction data from the likes of PTSB? Cost? Security?
 
That's a great question! I initially looked at Open Banking integration, but the complexity, approval process, and costs felt like overkill for a personal project.
 
I've added a demo account with a few transactions, just to have a feeling of the app features.

Username: demo@bankweave.app
Password: Demo123!

I'll reset this account now and then.
Click to expand...



This isnt working when i try log in. I get

Server error (502). Please try again later.
 
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