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ynab-api-importer

v3.0.25

Published

Import bank transactions into YNAB

Downloads

39

Readme

ynab-api-importer

A lot of international banks are unsupported by YNAB's direct feed feature. So here is yet another YNAB API importer.

To make this useful you will need some technical knowledge. It is recommended that you run this as a cron job everyday to make sure YNAB is always up-to-date.

Current the following adapters are implemented:

  • BNZ (Bank of New Zealand)

Installation

npm i -g ynab-api-importer

Configuration

Copy config.example.js to config.js and change to your liking.

Then run:

ynab-importer config.js

For developers

If you would like to create your own adapter, take a look at src/banks/bnz.ts.

You need to implement a TBankAdapter function and make it the default export of your NPM module. Users can then register it using the registerAdapters config option (see config.example.js).

In your peerDependencies include ynab-api-importer and ynab;

For example:

import { Page } from "puppeteer";
import {
  Adapters,
  Ynab,
  setupPage,
} from "ynab-api-importer";
import { SaveTransaction } from "ynab";

const export = (page: Page) => async (
  accountID: string,
  ynabAccountID: string,
): Promise<SaveTransaction[]> => {
  // Add your implmentation here
  // This will be run once for every account
  // It needs to return an array of YNAB transactions

  const ofxString = await doSomethingWith(page);
  const transactions = await Ynab.ofxToSaveTransactions(
    ofxString,
    ynabAccountID,
  );
  return transactions;
}

const fancyBankAdapter: Adapters.TBankAdapter = async (options: any) =>{
  // You can login here, setup puppeteer etc.
  const { browser, page } = await setupPage();

  // Return two functions. First one exports the transactions. Second one does
  // cleanup.
  return [export(page), () => browser.close()];
}

export default fancyBankAdapter;