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"
}
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:
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: