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ynabi: Spiir to YNAB import script (work in progress)

Since YNAB does not support Nordic banks, I created this Python script to import Spiir transactions into YNAB. The script is not endorsed by Spiir or YNAB and may stop working at any time.

Getting started

Basic configuration

Add your basic configuration by editing ynabi/api/config.py (see ynabi/api/config.example.py).

Configure Spiir

Add your Spiir login credentials to ynabi/api/credentials.py (see ynabi/api/credentials.example.py).

Configure YNAB

Before running ynabi you need to get your API token and budget ID from YNAB, as well as set up all Spiir categories in YNAB manually.

API token

Get your YNAB Personal Access Token by following the instructions: https://api.youneedabudget.com/#personal-access-tokens. Then add your API token to ynabi/api/credentials.py (see ynabi/api/credentials.example.py).

Budget ID

Get your YNAB budget ID by going to http://app.youneedabudget.com, make sure the correct budget is open and copy your budget ID from the url, e.g: https://app.youneedabudget.com/YOUR-BUDGET-ID-IS-HERE/budget. Add your budget ID to ynabi/api/credentials.py.

Categories

The way ynabi currently adds transactions to categories is by matching category names by string from Spiir to YNAB. For this to work you have to manually add all Spiir categories to YNAB, using the exact same category names as listed in Spiir. You can organize the categories in YNAB the way you want, or even hide the ones you don't need.

If a Spiir category is missing from YNAB the transaction will be uncategorized in YNAB after import.

Account names

Lige categories, you need to add accounts to YNAB with the exact same names as in Spiir.

Install requirements

  1. pip install -r requirements.txt

Run ynabi

  1. python ynabi.py

Troubleshooting

Duplicate transactions

If you accidentially imported transactions to YNAB that you don't want you can safely delete them from YNAB. To avoid duplicates, all Spiir transactions has a unique identifier which are stored in YNAB. Therefore transactions can only be imported to the same budget once - even if the transaction has been deleted in YNAB!

Therefore, in order to re-import previously imported (possibly deleted) transactions you can change the transaction ID postfix (id_postfix) in ynabi/config.py. This will allow you to re-import transactions to YNAB. But beware that this may create duplicates in YNAB.

In general, once you are set up correctly, you should never have to change the transaction ID postfix.

Optional: Pushover support

  1. pip install -r optional.txt
  2. Add pushover_user_key and pushover_api_token to ynabi/api/credentials.py

About

Sync transactions from https://spiir.dk to https://ynab.com.

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