This Ruby script downloads transaction history from Money Forward then uploads it to YNAB.
- Use Ferrum to browse to the Money Forward website, log in and save a session cookie.
- Craft HTTP requests to Money Forward including the session cookie above to retrieve transactions in CSV files.
- Parse the CSV files and convert the data to a format that works with YNAB.
- Use YNAB API Ruby library to post transactions to your YNAB budget.
- Budget and account mappings are set in a configuration file (see
config/example.yml
).
You'll need Ruby 3.3.0 or above.
# Install gem
gem install mfynab
# Start a config YAML file
wget https://github.com/davidstosik/moneyforward_ynab/main/config/example.yml -O mfynab-david.yml
The script currently looks for credentials in environment variables:
MONEYFORWARD_USERNAME
MONEYFORWARD_PASSWORD
YNAB_ACCESS_TOKEN
You can for example use envchain to manage those credentials:
envchain --set --noecho mfynab_david MONEYFORWARD_USERNAME MONEYFORWARD_PASSWORD YNAB_ACCESS_TOKEN
To run, you'll simply need to set the environment variables.
Using envchain
, that'll look like this:
envchain mfynab_david mfynab mfynab-david.yml
After checking out the repo, run bundle install
to install dependencies. Then, run bin/rake test
to run the tests.
- Force MoneyForward to sync all accounts before downloading data. (Can take a while.)
- Use Thor to manage the CLI. (And/or TTY?)
- Implement
Transaction
model to extract some logic from existing classes. - Handle the Amazon account differently (use account name as payee instead of content?)
- Implement CLI to setup config.
- Save/update session_id so browser is only needed once.
- Generate new configuration file with the command line.
- Make reusable fixtures instead of setting up every test
- Get rid of
envchain
?- Store config/credentials in
~/.config/
? - Encrypt config, use Keyring or other OS-level secure storage?
- Possible to write a gem with native extension based on https://github.com/hrantzsch/keychain? (or https://github.com/hwchen/keyring-rs?)
- Open browser, ask user to log into MoneyForward and store cookie? (Does it expire though?)
- Or prompt user from credentials in terminal and fill in form in headless browser
- Need to handle case when cookie has expired:
セキュリティ設定 最終利用時間から[30日]後に自動ログアウト
- Store config/credentials in