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monarch-money

Access and mutate Monarch Money accounts, transactions, budgets, and cashflow via Python.

Updated May 18, 2022
Search Tags:#automation#python#finance#transactions#accounts#budgets#monarch-money
One-click install
npx skills add https://github.com/kendreaditya/.config --skill monarch-money-kendreaditya
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: monarch-money
Source: https://github.com/kendreaditya/.config/tree/main/claude/skills/monarch-money
Command: npx skills add https://github.com/kendreaditya/.config --skill monarch-money-kendreaditya

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires monarchmoney, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Programmable access to Monarch Money data using the monarchmoney Python library, enabling automated queries, updates, and summaries across accounts, transactions, budgets, and cash flow.

Core Features & Use Cases

  • Access and manage Monarch Money accounts, transactions, budgets, and cashflow from Python.
  • Mutate transactions and update budgets programmatically; refresh accounts to keep data in sync.
  • Build automated financial dashboards, reports, and workflows that integrate with other tools.

Quick Start

Authenticate with your Monarch Money credentials and run the provided mm.py utility to fetch and modify data.

Frequently Asked Questions about monarch-money

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Monarch Money transactions and budgets using Python?▼

You can automate Monarch Money transactions and budgets using Python by leveraging the monarchmoney library to programmatically access, mutate, and summarize financial data within a script or interactive environment.

What is needed to access Monarch Money accounts programmatically?▼

Accessing Monarch Money accounts programmatically requires a Python runtime, the monarchmoney package, and a session-based authentication flow via token or saved session to operate.

Can I refresh Monarch Money account data and generate cashflow reports automatically?▼

Yes, you can refresh Monarch Money account data to keep it in sync and generate cashflow reports automatically across specified time ranges using Python scripts.

Does the monarchmoney Python library support updating existing transactions?▼

Yes, the monarchmoney Python library supports updating existing transactions, allowing you to mutate transaction details and update budgets programmatically for personal finance automation workflows.

What are the limitations of using Python for Monarch Money automation?▼

Python Monarch Money automation is limited by its dependency on a valid session-based authentication token and requires a Python runtime, making it unsuitable for environments lacking Python execution capabilities.

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