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Automate transaction import troubles to ynab.

Project description

YNAB - You Need a Budget

Tests Code style: black version license

Budgeting Tool helps you plan and manage your personal budget. In Ynab you have budgets, each budget has one or more accounts with transactions.

Run tests

python -m pytest

How to run

  • Clone project
  • Create .env file in project root
SOURCE=revolut
READ_FROM=../statement.csv
WRITE_TO=api

YNAB_API_KEY=
YNAB_BUDGET_ID=

# ISIC
#YNAB_ACCOUNT_ID=739410aa-0ef1-4b3e-a488-4ffe5ca3209a

# Checking
YNAB_ACCOUNT_ID=
# Saving
#YNAB_ACCOUNT_ID=
  • Run main.py

Developer API

#User API

 ynab-import --s swedbank -r api -w api
 ynab-import --s swedbank -r file.csv -w file.csv
 ynab-import --s swedbank -r file.csv -w api

Some default/extra configurations required

  • read-from file
    • INPUT_FILE_PATH [default (~/{bank}.csv) home@Linux] (actual full file path required)
  • read-from api
    • appropriate bank credentials and setup required
    • Raise Not Supported
  • write to file
    • OUTPUT_FILE_PATH [default (~/{bank}-ynab-{date-time}.csv) home@Linux] (add file name only if not specified)
  • write to api
    • YNAB_API_KEY
    • YNAB_BUDGET_ID

YNAB_API_BASE_URL="https://api.youneedabudget.com/v1/"

User Wiki

Ynab

####### Import Manually

Its posisble to import Csv File manually

####### Import Using Ynab API To set up this integration you need to create Personal Access Token.

Go to https://app.youneedabudget.com/settings/developer and click New Token

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