Follow these instructions to get DailyMint running on your computer:
You will need to download the following packages for DailyMint:
- mintapi
- yagmail
- keyring
- pandas
The easiest way to install these dependencies is to download anaconda. You could also pip install these packages.
Download these files into your IDE:
- DailyMint.py
- email_template.html
- run_DailyMint.sh
You will need to adjust your google account settings to be able to use yagmail to send an automated email through your account.
Click on the account icon on the top right corner of your gmail account. Click Manage > Security. Navigate to the Less secure app access section. Use the toggle switch to enable less secure apps.
In your command line tool, run python DailyMint.py. This will give you a list of ways to run the program.
For the setup, run python DailyMint.py setup. This will securely store your Mint and gmail account information using keyring so you will not have to re-enter that information when you run the program again.
Now that your credentials have been stored in keyring, you can run python DailyMint.py myemail@xyz.com replacing myemail@xyz.com with your email address. There will be some output on your command line prompt as the program executes.
After the program has finished running, you should see that you have received an email on your google account. A few csv files should also have been created. These files are a record of your accounts, account history, and transactions.
In the files given, run_DailyMint.sh is a shell script that you will execute to run your program at a scheduled time. Type chmod +x run_DailyMint.sh to make the script executable.
To get a daily email, you will need to program the shell script to run using crontab. Type crontab -e. You are now in the file that stores all of your cron jobs.
Press i to enter Insert mode. Type 0 0 * * * path/to/your/file/run_DailyMint.sh. This indicates that cron will execute run_DailyMint.sh every day at midnight. Here is some info on crontab syntax in case you would like to personalize your cron job.
Press esc to exit Insert mode. Type :wq to save and quit the text editor.
Note: If you notice that your cron job is not running on your mac, this may be because of security settings. Go to Settings > Security & Privacy > Privacy > Full Disk Access. Click the lock at the bottom left corner to make changes. You will need to add cron as an application with full disk access. To do so, find where cron is located on your computer. This might be in /bin, /sbin, or /usr/sbin. Open these directories (you can type open /sbin in the terminal, for example) and search for cron. Drag it into the full disk access list and check the box to give it full disk access. Click the lock again to lock in your changes. You may have to enter your mac password. Now cron should have the proper permissions to run.