Getting Started

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.

YNAB Access Token

First of all, you need will to acquire a YNAB Personal Access Token. You will need this later on to add to the environment variables.

Setup Fintech to YNAB

Without Webhooks

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 install to install all the dependencies
• Rename .env.example to .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).

With Webhooks

The easiest way to install Fintech to YNAB with Webhooks is by using Heroku.

1. Click this link to launch the app on Heroku
2. Give the app a name. For example: "scott-fintech-to-ynab"
3. Setup the Environment Variables when prompted

Connect your Bank

Please check the README.md for instructions on how to import your bank's transactions.

Environment Variables

• URL_SECRET: This is a secret used for the webhooks endpoint. See here for details.
• YNAB_ACCESS_TOKEN: Your YNAB access token (Get it here)
• YNAB_BUDGET_ID: Optional: Default budget ID. If not provided, we will use the first account.
• YNAB_ACCOUNT_ID: Optional: Default account ID. If not provided, we will use the first account.

URL Secret (Optional)

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.