Brazil Finance Automation

Manda transações de bancos brasileiros (Nubank, Itaú, etc.) para o YNAB.

Estou muito grato a Felipe de Morais, quem criou o base por este repo.

Prerequisites

You must go through all the steps here to create a MyPluggy account, a developer portal account, and link them together!

⚠️ IMPORTANT: If you're hooking up multiple banks, you need to create multiple items in the Pluggy Dashboard for your Application, like this:

Use

Running locally

This repo is set up with VSCode's devcontainers.

The easiest way to get going with it is to:

1. Install Docker
2. Install VSCode
3. Install the Dev Containers extension
4. Open the repo in VSCode
5. Select "Reopen in container" when the popup appears, "Folder contains a Dev Container configuration file. Reopen folder to develop in a container"

The first time you start the dev container, the .env.example will be copied to a .env. You'll get prompted with an "❗ACTION" to fill in your credentials in the .env file.

From there, you can run the sync using:

make run

Tests can be run with:

make test

Running Every Day

Like this

1. Fork this repo
2. Update the repository's secrets in Github to provide the values for the environment variables you're going to consume (e.g. ACCOUNT_0_YNAB_ID)
3. Modify the .github/workflows/sync-to-ynab.yml file to pass in the environment variables you specifically use, based on the contents of your .env file
4. Enable Github Actions on the repo
5. Test the action by clicking "Run"