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Getting Started
First of all, you need will to acquire a YNAB Personal Access Token. You will need this later when setting up Fintech to YNAB.
There are 2 ways to run Fintech to YNAB, with webhooks and without webhooks. If you wish to use webhooks, then YNAB needs to be hosted on the internet on something like Heroku.
If you just want to use imports and not webhooks from Monzo, then you can just run this locally. You will need Ruby installed, and be able to use Git
- Clone the Git repo (
git@github.com:scottrobertson/fintech-to-ynab.git) - In that directly, run
bundle installto install all the dependencies - Rename
.env.exampleto.env, and setup all the values you need from below. - Once you have done that, enter the Rails Console but running
rails c
Once you are into the console, you can run all the import scripts need need. Check the README for those instructions (there are instructions for each bank).
The easiest way to install Fintech to YNAB with Webhooks is by using Heroku.
- Click this link to launch the app on Heroku
- Give the app a name. For example: "scott-fintech-to-ynab"
- Setup the Environment Variables when prompted
| Variable | Description | Required |
|---|---|---|
| YNAB_ACCESS_TOKEN | Your YNAB access token (Get it here) | Yes |
| YNAB_BUDGET_ID | Which YNAB budget to use. By default, it will use the first one. | No |
| YNAB_ACCOUNT_ID | Which YNAB account to use. By default, it will use the first one. (Get it here) | No |
| URL_SECRET | This is used to secure your webhook endpoints. More info here | No |
| SKIP_FOREIGN_CURRENCY_FLAG | We set a flag on foreign transactions. Setting this to true will disable that | No |
| SKIP_EMOJI | When using Monzo, we append the emoji they supply to the description. Setting this to true will disable that. | No |
| SKIP_TAGS | When using Monzo, we append the hashtags they supply to the description. Setting this to true will disable that. | No |
This is used to verify that the webhook is coming from your bank. To use it, please set the URL_SECRET environment variable to a random string, and then append ?secret=THAT_STRING to the webhook URL when adding it to your bank.
Please check the README.md for instructions on how to import your bank's transactions.