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syncforynab / fintech-to-ynab

Automatically push Monzo and Starling transactions into YNAB in real time.
MIT License
246 stars 136 forks source link

Bank Requests #73

Closed scottrobertson closed 3 years ago

scottrobertson commented 6 years ago

Please comment here with any banks you would like to be supported. If the bank does not have an API, or a way to automatically get the data, we can add support for their CSV format.

If we find a way to implement the bank, we will create a new seperate ticket for it to track it's implementation.

Please submit your request with the following:

scottrobertson commented 6 years ago

Lloyds Bank (#70)

rndthoughts commented 6 years ago

Name: Nationwide Country: UK API: yes - https://www.nationwide.co.uk/developer/getting-started - but not sure how many hoops you need to jump through! CSV/QIF exports support: Yes

scottrobertson commented 6 years ago

@rndthoughts Nationwide are supported via https://github.com/fintech-to-ynab/fintech-to-ynab/wiki/import:-Teller

rndthoughts commented 6 years ago

Oh great, I had no idea!

scottrobertson commented 6 years ago

@rndthoughts https://github.com/fintech-to-ynab/fintech-to-ynab#banksfinancial-institutions ;)

rndthoughts commented 6 years ago

I guess my confusion was over whether they supported webhooks - but I'm guessing that wasnt mandatory in the open banking spec?

scottrobertson commented 6 years ago

Ah right, no webhooks sadly. Teller don't use any of the open banking stuff either.

rndthoughts commented 6 years ago

... off to fin-tech we go then :)

scottrobertson commented 6 years ago

Using Open banking is unlikely to happen for us, it requires an insane amount of hoops to jump through from what i have seen. I doubt it will ever be suitable for open source without some sort of service inbetween.

rndthoughts commented 6 years ago

Understood. Still it's great to use this project with the fin-techs and YNAB while they are still figuring out how to create their budget controls, so thank you!

lucasomigli commented 6 years ago

Barclays, UK https://developer.barclays.com/

Tried with Teller.io but they currently have a problem with Barclays API.

cmeijburg commented 6 years ago

Name: bunq Country: Netherlands, Germany, Italy, Spain API: https://www.bunq.com/developer CSV: yes, also available. Format: "Date";"Amount";"Account";"Counterparty";"Name";"Description"

Additional api documentation available on https://doc.bunq.com/

kot-behemoth commented 6 years ago

I know it’s not strictly a bank, but it’s a very useful feed to auto send to YNAB - American Express.

scottrobertson commented 6 years ago

@kot-behemoth it does not look like they have an API for transactions sadly. Perhaps you could send me a sample CSV and i can get that working?

kot-behemoth commented 6 years ago

@scottrobertson I can create a separate issue for this, and upload sample data there, so that it doesn’t add noise to this thread. Will do that once I’m not on mobile. Would QFX alongside CSV be helpful?

scottrobertson commented 6 years ago

@kot-behemoth all of that would be awesome, thank you.

scottrobertson commented 6 years ago

@lucasomigli Barclays are back online! https://twitter.com/tellerapi/status/1030507874005467136

craigy20 commented 6 years ago

would it be possible to get Halifax transactions feeding into YNAB.

Name of Bank: Halifax Country of Bank: UK Do they have an API? Yes, https://developer.halifax.co.uk/opendata-v2 If not, do they support CSV/QIF exports? they do support CSV/QIF exports

scottrobertson commented 6 years ago

@craigy20 it would need to be CSV/QIF sadly. UK banks are basically making it impossible for people to get access, let alone getting access for each person that would want to use Fintech to YNAB.

Can you open a ticket with an example Halifax CSV, and i can get that built out for you 👍

tibu commented 6 years ago 
Name of Bank: Revolut Ltd
Country of Bank: UK
Do they have an API?: Only for business
If not, do they support CSV/QIF exports? No
scottrobertson commented 6 years ago

@tibu just to clarify, you want this for the business account?

scottrobertson commented 6 years ago

@tibu added 👍 https://github.com/fintech-to-ynab/fintech-to-ynab/wiki/Import:-Revolut-Business

frazzyfin commented 6 years ago

Name: Halifax Bank of Scotland Country: UK API: Not that I know of.. CSV/QIF exports support: Yes

scottrobertson commented 6 years ago

Thanks @frazzyfin

Could you provide a sample CSV please?

frazzyfin commented 6 years ago

Sure, here you go.

01001254_20181011_1102.txt

scottrobertson commented 6 years ago

Thank you. I will get that added asap.

scottrobertson commented 5 years ago

@frazzyfin can you email me at scottymeuk at gmail? i have something that supports HBOS that i could do with some testing.

lucasomigli commented 5 years ago

Name: N26 Country: Germany API: Yes CSV Export: Yes

There's another repo where the connection has been built:

https://github.com/schurig/ynab-bank-importer/wiki/n26

quinnfive commented 5 years ago

Hey man I'd also love to have this working with N26 pretty please. I'm using basically N26 and Revolut Business for 95% of my banking and I find it hard to keep up with YNAB cus it's a pain in the butt to automatically import. If you could get these both working I'll seriously be glad of it. Thanks man! Been hoping for a solution for this for several months, now there's some hope :)

RosemaryOrchard commented 5 years ago

I'd love to see you support Tink, they're not a bank - but they collect financial transactions together for their users. This means you could support many more banks without implementing each one yourself immediately.

Tink Europe https://docs.tink.com/enterprise/api/

christopherredden commented 5 years ago

Tandem CC https://intercom.help/tandembank/open-banking/how-do-i-access-my-credit-card-data-via-open-banking-psd2-apis

scottrobertson commented 5 years ago

@topherredden got a call with Token soon, but this won't be for Fintech to YNAB sadly, as it requires oAuth, and we cannot use that here. It will be for syncforynab.com

christopherredden commented 5 years ago

That works for me, I'm signed up to syncforynab 👍

fosibodu commented 5 years ago

Name of Bank: Nordea Country of Bank: Denmark Do they have an API?: Yes If not, do they support CSV/QIF exports?: CSV

scottrobertson commented 5 years ago

@fosibodu I won't be able to add them here sadly, but I can enable them as a beta on Sync for YNAB if you want to try it out there?

scottrobertson commented 5 years ago

@RosemaryOrchard Sadly Tink are not suitable for this project, as they require the user to be present to refresh transactions. This means i would have to send users to Tink every time you wanted to import.

For Sync for YNAB, we use TrueLayer and Saltedge though, we don't directly integrate with banks 👍

scottrobertson commented 5 years ago

Launched N26 beta on Sync for YNAB. Going to look at adding it here, but not sure I will do it as so few people use it.

exptom commented 5 years ago

Could you add Triodos Current (and savings/isa if possible) Accounts? They have an API: https://developer.triodos.com/

idetkov commented 5 years ago

Tinkoff bank https://www.tinkoff.ru/eng/ https://github.com/TinkoffCreditSystems Russia Do they have an API? - YES

levent commented 4 years ago

Bank: First Direct (same API as HSBC) Country: UK API: Yes CSV/QIF: Yes

I believe this used to be possible with Teller.io

scottrobertson commented 4 years ago

@levent, unfortunately, we are not able to support open banking API's in this project.

lukkigi commented 4 years ago

Bank: DKB dkb.de Country: Germany API: no CSV Export: yes

PehrGit commented 3 years ago

Name of Bank: Rabobank Country of Bank: Netherlands, Ireland, New Zealand, Australia, Gernamy, Poland Do they have an API: Yes, https://developer.rabobank.nl/ CSV Export: yes

scottrobertson commented 3 years ago

Hey @PehrGit

This is sadly not something we can add to the open source project for a number of reasons, but I have made a not for it in syncforynab.com

PehrGit commented 3 years ago

Hey @PehrGit

This is sadly not something we can add to the open source project for a number of reasons, but I have made a not for it in syncforynab.com

Are those reasons mainly the European legislation for financial service providers?

scottrobertson commented 3 years ago

And that there is no storage within this project to store oauth tokens etc. Adding storage makes deploying this much more complex.

On Tue, 20 Oct 2020, 08:31 PehrGit, notifications@github.com wrote:

Hey @PehrGit https://github.com/PehrGit

This is sadly not something we can add to the open source project for a number of reasons, but I have made a not for it in syncforynab.com

Are those reasons mainly the European legislation for financial service providers?

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/syncforynab/fintech-to-ynab/issues/73#issuecomment-712654838, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAAQWCMXFMCS5UDKL5FEEV3SLU4GZANCNFSM4FJEIZVQ .

scottrobertson commented 3 years ago

Closing this, as it's unlikely that I will be able to add any more banks here, since all are going via Open Banking now, and require storage, and have regulatory requirements for access. Please use syncforynab.com for any banks you want to connect to via Open Banking.