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YNAB_SYNC.MD

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investec-ynab-sync

This is a small script that can be used to keep your Investec accounts in-sycn with your You Need A Budget (YNAB) budget.

Setup

Create a .env file that contains the following environment variables:

INVESTEC_API_ID=xxx
INVESTEC_API_SECRET=yyy
INVESTEC_API_KEY=zzz
YNAB_PAT=zzz

where INVESTEC_API_ID, INVESTEC_API_SECRET, INVESTEC_API_KEY, is your client ID, client secret and client key from Investec's Open API, and YNAB_PAT is your Peronal Access Token for your YNAB account.

Next, run yarn install.

Basic usage

List accounts

Run yarn listAccounts to get a list of accounts for both Investec and YNAB. These will be used to add to your .env to run the sync script.

Sync transactions from Investec to YNAB

Add the following to your .env file:

YNAB_BUDGET_ID=aaa
ixxx=aaa-bbb
iyyy=bbb-ccc
izzz=ccc-ddd

where YNAB_BUDGET_ID is the id of the budget that you want to keep in sync with Investec, ixxx, iyyy, izzz are the Investec account ID's prepended with "i" and their values are the correlating accounts from YNAB.

You can now run yarn start to sync the past 3 days of transactions from Investec with YNAB.