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Create a new tool that works with more vendors, more tools, and financial institutions

Open jprouty opened this issue 1 year ago • 3 comments

Tracking issue for a new project (and new repository) that would house a browser extension. This extension would:

  • Maintains a secure database of itemized purchases from vendors (like Amazon and others) as well as transactions from institutions (like banks/credit cards) and finTech tools (like mint/tiller/personal capital). Does so by:
  • Scrapes purchase details from relevant merchant on demand OR a regular basis. Scraping would work similar to this extension
  • Adds new overlay feature to financial institutions and tools that will show itemized purchase information including deep links to that order information and credit card transaction details.
  • Extends to include other merchants (e.g. Amazon, Target, BestBuy, DigiKey, Burton, etc)
  • Extends to include other institutions/tools (e.g. your bank, Mint, Personal Capital, Quicken Online, Tiller)
  • Optionally allow tool to write / persist itemizations to institutions/tools (very much like this tagger tool).
  • Work on all of the main browsers (see table below)

Future work could include:

  • Create a matching phone app that has similar functionality.
  • Create reporting tools that allows direct analysis of purchases or transactions without a third party (ie, no need for Mint, etc).

Browser extension info sourced from MS docs:

Web browser Chromium-based? Extension development webpage
Safari No Safari App Extensions
Firefox No Browser Extensions
Chrome Yes API Reference
Opera Yes Extensions Documentation
Brave Yes Uses Chrome Web Store
Microsoft Edge Yes Microsoft Edge Add-ons Developer

jprouty avatar Apr 04 '23 18:04 jprouty

I know this was a massive setback. Would love to help out if I can. I have some Chrome extension development experience.

cwmoriarty avatar Jun 04 '23 00:06 cwmoriarty

Thanks for the note! I'll keep you in mind.

jprouty avatar Jun 20 '23 14:06 jprouty

I would love to throw in a vote for a future tool to work with monarch money! I've loved your tool for a long time, but now with Mint shutting down, I'm moving over to monarchmoney.com, so hopefully it's a tools you can adopt in the future. Thanks for everything so far!

smenzer avatar Nov 19 '23 20:11 smenzer