ScottLangridge / Settle-Up-For-YNAB

Mark transactions in YNAB as split transactions by flagging them. This generates settle up transactions which pull in the splits from both budgets whenever you are ready to settle up.
0 stars 0 forks source link

Settle-Up-For-YNAB

Goal

Allow two YNAB users who frequently split costs to create settle up transactions with one button.

Settle up transactions work as described by Splitwise and YNAB: A Guide > Splitwise in Your Register, except that instead of splitwise, transactions made by the other person are sourced from their YNAB.

Usage

Tag transactions which should be split with a flag. When the code is run, all newly tagged transactions since the last split will be fetched and they will be combined into a matching settle up transaction on each users budget.

Setup

  1. pip install -r requirements.txt
  2. cp secrets.template.py secrets.py
  3. Create a personal access token for each user (OAuth currenlty unsupported)
  4. Update secrets.py according to the Secrets section below.

Secrets