Skip to content

Add ability to import an OFX transaction directly into YNAB #5

@IndexEng

Description

@IndexEng

Objective

Write a method that allows the upload of a single transaction that is extracted from an OFX file.

Inputs

The input to this system is a Transaction object that is produced by the ofxparse library. The transaction object contains:

  • 'payee'
  • 'type'
  • 'date'
  • 'amount'
  • 'id'
  • 'memo'
  • 'sic'
  • 'mcc'
  • 'checknum'

Processing

Main processing required is to emulate the import ID to ensure transaction imports are not duplicated. This will also ensure that transactions manually and automatically imported will not be duplicated.

Outputs

The YNAB endpoint accepts transaction information in the following format:

"transaction": {
    "account_id": "string",
    "date": "string",
    "amount": 0,
    "payee_id": "string",
    "payee_name": "string",
    "category_id": "string",
    "memo": "string",
    "cleared": "cleared",
    "approved": true,
    "flag_color": "red",
    "import_id": "string"
  } 

Metadata

Metadata

Assignees

No one assigned

    Labels

    enhancementNew feature or request

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions