scb-to-moneywiz

Conversion from SCB Easy App Statement to MoneyWiz app

Code dependency

We need to install java for tabula-py to work. On the moment of writing, tabula-py wrapper for tabula it the best option for PDF with tables extraction.

brew install java
sudo ln -sfn $HOMEBREW_PREFIX/opt/openjdk/libexec/openjdk.jdk /Library/Java/JavaVirtualMachines/openjdk.jdk
echo 'export PATH="/usr/local/opt/openjdk/bin:$PATH"' >> ~/.zshrc
source ~/.zshrc

How to get PDF file

• Open SCB Easy mobile app
• Go to Bank Services -> Account Summary -> Select account and click "Tap to view more details" -> "More Services" -> Request Statement -> Select range -> Check Mail Box

How to use

Prepare environment

./setup.sh

Enable environment

source env/bin/activate

MoneyWiz URL Scheme

python3 main.py --password XXXXXX --account TEST --infile ./data/AcctSt_Jul23.pdf --save --debug

CSV file

python3 main.py --password XXXXXX --account TEST --infile ./data/AcctSt_Jul23.pdf --csv --debug

Proccess many PDF statment into CSV files

./process.sh $PASSWORD $ACCOUNT_NAME - it will pickup all .pdf files from ./data folder and convert them into CSV files.

MoneyWiz info

https://help.wiz.money/en/articles/4525440-automate-transaction-management-with-url-schemas

account (required) - the name of the account without spaces. For example "John CHASE Savings" would be "JohnCHASESavings".
amount (required) - use dot as decimal separator.
currency (optional) - enter desired currency code, such as USD, GBP, EUR, etc.
payee (optional)- the name of the payee, use %20 as whitespace separator. If the payee doesn't exist, it will be created.
category  (optional) - the hierarchy should be described by slashes. Whitespaces escaped by %20. For example: Dining%20Out/Restaurants
description (optional) - whitespaces escaped by %20
memo (optional) - whitespaces escaped by %20
tags (optional) - whitespaces escaped by %20. Multiple tags divided by comma. 
date (optional) - format yyyy-MM-dd HH:mm:ss 
save (optional) - default value is false. Set to true for MoneyWiz to directly save the transaction. Set to false for MoneyWiz to open the transaction entry screen with all the data pre-entered.

Notes

• MoneyWiz doesn't support transaction consolidation for URL mode and we are using good old CSV file for that.
• MoneyWiz doesn't support transaction time for CSV files and we are missing that info.
• If someone would to add any modern tools for Python, feel free to do so. I'm not a Python developer. I'm just a guy who wants to convert PDF to CSV.
• I'm not responsible for any damage caused by this script. Use it at your own risk.

License

Apache 2 Licensed. See LICENSE for full details.