Monizze to YNAB

Import Monizze transactions to YNAB.

How to use

# Clone the repo
$ git clone https://github.com/thomastoye/monizze-to-ynab.git

# Install dependencies
$ yarn

# Authentication with Monizze

# Option 1: Get a token yourself
$ yarn start --token=eyJpd...

# Option 2: Automatically get a token
#           You can use a .env file
$ MONIZZE_EMAIL=me@example.org MONIZZE_PASSWORD=very-secure yarn start

# Getting results

# Option 1: In a CSV file you can upload to YNAB manually
$ yarn --silent start --csv > output.csv

# Option 2: Auto-import to YNAB ✨
#           If you don't provide YNAB_BUDGET_ID/YNAB_ACCOUNT_ID, the script will provide a list of them
#           You can use a .env file to store these
$ YNAB_PERSONAL_ACCESS_TOKEN=... YNAB_BUDGET_ID=...YNAB_ACCOUNT_ID=... yarn start

Getting a Monizze token yourself

If you don't want to provide your username and password to an untrusted script, you can provide an existing token. You can do this by logging in on Monizze and inspecting the network panel. The token is sent with the X-Token header to the API.

Getting a YNAB access token

You can create a YNAB access token here.

Deployment as a Google Cloud Function

This repo includes Terraform configuration to deploy as a Terraform function

Either run gcloud auth application-default login or set GOOGLE_PROJECT and GOOGLE_APPLICATION_CREDENTIALS:

$ export GOOGLE_APPLICATION_CREDENTIALS=`pwd`/monizze-to-ynab-terraform-key.json
$ export GOOGLE_PROJECT=monizze-to-ynab
$ export GCLOUD_PROJECT=monizze-to-ynab

Create terraform/terraform.tfvars.json.

Run yarn deploy.

Trigger the PubSub queue: gcloud pubsub topics publish projects/.../topics/trigger-monizze-to-ynab-import --message='{}'

A Cloud Scheduler will also be set up to automatically import transactions every day (by default after lunch and in the evening for my time zone).