Testing Claude Code and Codex CLI for automating personal finance tracking
By
mbm
Slow-proofed and worth the wait. Worth its weight in flour.
Summary
The author describes building a daily cron-job using Codex CLI (an AI coding tool) to automatically log into their bank, credit card, and brokerage accounts, extract balances and transactions, and send a daily financial overview email. While the system worked surprisingly well initially, it broke the next day and continued to be unreliable — working most of the time but failing due to browser rendering issues. The article explores the limits of using AI-powered coding assistants like Claude Code for automating routine personal finance tasks.
Key quotes
· 4 pulledA few months ago, I stood up a fiddly daily cron-job to log into my bank, credit card, and brokerage/retirement accounts.
It actually worked surprisingly well.
Well, until the next day. Then it broke.
This pattern continued for some time — more often than not, it would work, but then some browser rend
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