Automate Weekly Bank Transaction Sync to Maybe Finance
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Streamline your personal finance tracking by automatically importing weekly bank transactions from GoCardless-linked accounts (like Revolut) directly into your self-hosted Maybe Finance instance. This workflow eliminates manual data entry, saving you time and ensuring your financial records are always up-to-date.
About This Workflow
This n8n workflow is your ultimate tool for automating financial data entry into the self-hosted Maybe Finance application. It intelligently integrates with GoCardless to securely fetch transaction data from all your connected bank accounts, including popular services like Revolut, on a weekly basis. After a straightforward one-time setup to link your bank accounts through GoCardless, the workflow takes over. Each week, it automatically retrieves the previous week's financial activities and pushes them directly to your Maybe Finance API. This ensures your budgeting, expense tracking, and overall financial oversight are always based on the most current data, freeing you from tedious manual processes.
Key Features
- Automated Weekly Sync: Automatically fetches and imports transactions from the previous week into Maybe Finance.
- GoCardless Integration: Securely connect to various bank accounts through the GoCardless Bank Account Data API.
- Self-Hosted Maybe Finance Ready: Designed to work seamlessly with your local Maybe Finance instance.
- Multi-Account Support: Easily configurable to pull transactions from multiple bank accounts (e.g., Revolut Pro, Revolut Personal).
- Dynamic Date Handling: Automatically calculates date ranges for fetching the latest weekly transactions.
How To Use
- GoCardless API Keys: Provide your GoCardless
secret_idandsecret_keyin the 'Get access token' node to authenticate with the GoCardless API. - Initial GoCardless Setup (One-Time): Follow the GoCardless quick-start guide. Use the 'Step 2 - Get institution id' and 'Step 5 - Get account id' nodes to establish requisitions and link your desired bank accounts. Crucially, replace the
<account_id>placeholders in the 'Get Revolut Pro transactions' and 'Get Revolut Personal transactions' nodes with the actual account IDs obtained from GoCardless. - Maybe Finance API Key & URL: Input your Maybe Finance
X-Api-Keyinto the 'Get accounts id from Maybe' and 'Create transactions to Maybe' nodes. Verify that your self-hosted Maybe Finance instance is running and accessible at the specifiedhttp://localhostURLs. - Customize Account Nodes: Rename the 'Get Revolut Pro transactions' and 'Get Revolut Personal transactions' nodes to accurately reflect the names of your specific bank accounts.
- Activate & Schedule: Once configured, activate the workflow. For automated weekly updates, set the workflow to run on a regular schedule (e.g., every Monday morning) to fetch and import the previous week's transactions.
Apps Used
Workflow JSON
{
"id": "5e973039-395d-48c0-8745-b47cfe354f47",
"name": "Automate Weekly Bank Transaction Sync to Maybe Finance",
"nodes": 12,
"category": "Personal",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 5e973039-395d...
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