Interconnect with Bank

[RocketC31]

Some premium app for follow finance, use bank synchronisation. It will be nice to add this features for automaticly sync transactions

• Find open source project for do that
• If not good, use Plaid or Nordigen
• Implement connection (link to space ?)
• Add 2 possibility : fetch transactions from brank but not add on budget transactions (need to select manually) or activate automatic synchro, and add all new transactions on budget with rules mapping from parsing description of transactions

[RocketC31]

I have start to work on it. I have implement the nordigen api.

For free usage, it's nice but the only thing that I find unfortunate is the lack of categorization of the data. Only their paid plan seems to offer it. I don't know if it can be interesting to self-attribute expenses to a category that we have defined.

Example the "Subscription" category. Will have many string labels to match. If the description transaction from bank data, match with the labels, we will link the category

[RocketC31]

@sebastiaanspeck if you follow this issue

Finally I will not implement auto attribution of categories.

After a bit of research and consideration. The paid endpoint of the service used for bank synchronization itself seems to have some inconsistencies on certain data (it categorizes but not always correctly).

I don't see how I, alone in my corner, could do better than them. Especially since the labels used on the side of the banks vary from one purchase to another. So keyword usage would only be relevant on a big list. I do not see the interest.

So I rather tried to simplify the assignment of a category by putting a "choose a category" button directly in the listing of transactions. Thus, someone who regularly consults its interface will be able to quickly categorize the list

I'm testing this on a production environment to see if I see anything abnormal and if everything works, I'll do an MR