This is a minimalistic implementation of a process that bulks the transactions of a given Revolut account to You Need A Budget; all through APIs. The current implementation handles duplication through the YNAB internal functionality. It’s way of working consists of calling the main module with an argument specifying an account name (previously configured). After that call, the system will retrieved all the Revolut transactions, and it will push them to the YNAB budget and account specified in the configuration files.

Please keep in mind that this is a personal project meant to satisfy a personal necessity. It may not totally apply to your use-case. Feel free to fork the project or suggest any extra functionality.

Due to the limitation of YNAB of only being able to track single-currency accounts, different currencies must be pushed to different budgets.

Follow the next steps to have the project running in your system:

1. Install pyenv and poetry in your system following the linked official guides.
2. Open a terminal, clone this repository and cd to the cloned folder.
3. Run pyenv install 3.6.1 in your terminal for installing the required python. version
4. Configure poetry with poetry config virtualenvs.in-project true
5. Create the virtual environment with poetry install
6. Create the config/ynab.toml file following the example in the same folder.
7. Create the config/revolut.toml file following the example in the same folder. Make sure you establish the links from each account configured here to the desired YNAB account name. To get the token and device-id, please follow the steps of the (you will have to run revolut_cli.py in your shell, without the python keyword, and follow the steps).
8. Activate the environment with source .venv/bin/activate
9. Run python main.py -a <revolut-account-name> to send the transactions from the Revolut account specified to the YNAB account

Pull requests and issues will be tackled upon availability.

This repository is licensed under MIT license. More info in the LICENSE file. Copyright (c) 2020 Iván Vallés Pérez