ynab-transaction-adjuster 1.3.0

Library to adjust transactions in YNAB based on custom patterns

ynab-transaction-adjuster

This library helps you to automatically adjust transactions in YNAB based on your logic. It allows you to implement your adjustments in a simple factory class which you can run against your existing transactions and update relevant fields like date, payee, category, memo and flags. It also allows you to split transactions.

Preparations

1. Create a personal access token for YNAB as described here
2. Get the IDs of your budget and account which records are faulty. You can find both IDs if you go to https://app.ynab.com/ and open the target account by clicking on the name on the left hand side menu. The URL does now contain both IDs https://app.ynab.com/<budget_id>/accounts/<account_id>

Installation

Install library from PyPI

pip install ynab-transaction-adjuster

Usage

A detailed documentation is available at https://ynab-transaction-adjuster.readthedocs.io

Basic Usage

Create an Adjuster

Create a child class of Adjuster. This class needs to implement a filter() and an adjust() method which contain the intended logic. The filter() method receives a list of Transaction objects which can be filtered before adjustement. The adjust() method receives a single Transaction and a Modifier.The latter is prefilled with values from the original transaction and can be altered. The modifier needs to be returned at the end of the function. Please check the detailed usage section for explanations how to change different attributes.

from ynabtransactionadjuster import Adjuster, Transaction, Modifier


class MyAdjuster(Adjuster):

	def filter(self, transactions: List[Transaction]) -> List[Transaction]:
		# your implementation

		# return the filtered list of transactions
		return transactions

	def adjust(self, transaction: Transaction, modifier: Modifier) -> Modifier:
		# your implementation

		# return the altered modifier
		return modifier

Initialize

Create a Credentials object and initialize Adjuster class with it. Providing account for the credentials is optional. If not set the Adjuster will work on all transactions in the budget.

from ynabtransactionadjuster import Credentials

my_credentials = Credentials(token='<token>', budget='<budget>', account='<account>')
my_adjuster = MyAdjuster(my_credentials)

Apply

Apply the filter and adjust function on the fetched transactions from YNAB via the apply() method. It returns a filtered list of ModifiedTransaction which can be inspected for the changed properties via the changed_attributes attribute. Only actually changed transactions are returned.

modified_transactions = my_adjuster.apply()

Update

The modified transactions can be upated in YNAB passing them to the update() function. The method returns an integer with the number of successfully updated records.

count_of_updated_transactions = my_adjuster.update(modified_transactions)