January 1st, 2017, 01:20 PM
Bank Account Dashboard
I have 3 checking accounts and 1 savings account with 3 banks:
Wells Fargo - checking and saving
Capital One - checking
a local credit union - checking
I would like to have something on my laptop that can show me my current balances in real time for all 4 accounts.
I imagine it would be like a dashboard.
I know there are some things out there for that - like mint.com, but I'd rather have something local, maybe a js file or something.
How could I create this 'dashboard'?
January 1st, 2017, 04:19 PM
If if was only about planning you budget, there are plenty of possibilities available, from online services to a simple spreadsheet document.
If you want real time values from all you accounts, then you need to access each bank, which require an API to make that possible.
If you look at Mint.com, they would also require information about your bank account.
Having all login information with username/password stored in one place (no matter where) opens up a great security issue.
January 9th, 2017, 08:55 PM
thanks. it's just that they all have different logins.
WF is easy, it saves the info in chrome.
Cap 1 is harder, but easy on my phone
and the credit union has just got a weird few steps
maybe it's more work than it's worth
February 7th, 2017, 10:32 AM
I agree with you! Having your login information with your password stored in one place is a huge security risk. Tell that to my husband, he had to learn it the hard way! and once security is gone, we are talking expenses!
Originally Posted by MrFujin
February 14th, 2017, 02:11 PM
Seems its better if I check them manually for now.
Originally Posted by miss ina