I rolled my own solution[1] out of existing stuff that is mostly automated, does auto-categorization of transactions, has dashboards and sharing, and does not require sharing login credentials with third parties.

However, financial institutions in the USA are making it harder to pull transactions via an API without involving third parties. So I’ll soon need to resort to scraping via selenium to automatically fetch transaction data.

1: https://sagar.se/blog/where-is-the-money/