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RBC Bank (U.S) to YNAB

This Python script automatically pushes transactions from your RBC Bank (U.S) account to YNAB budgeting software, using the Playwright library for web automation.

Features

  • Automated Transaction Import: Fetches transactions from RBC and imports them into YNAB.
  • Secure Credentials Handling: Utilizes a JSON file to locally store and manage your RBC and YNAB credentials.

Getting Started

Prerequisites

Installation

  1. Clone the repository

    git clone https://github.com/anna-st-40/ynab-rbcbankus-import
cd ynab-rbcbankus-import

  2. Install Playwright

    pip install playwright==1.44.0
playwright install

  3. Set up your credentials

    Create a secret.json file in the project directory with the following structure (also supplied in sample_secret.json):

    {
    "RBC": {
        "username": "your_rbc_username",
        "password": "your_rbc_password",
        "security-questions": {
            "question1": "answer1",
            "question2": "answer2",
            "question3": "answer3"
        }
    },
    "YNAB": {
        "email": "your_ynab_email",
        "password": "your_ynab_password"
    },
    "budget-id": "your_ynab_budget_id",
    "account-id": "your_ynab_account_id"
}

Usage

Run the main script to import transactions, specifying the credentials file name:

python main.py secret.json

Note: The script can take multiple JSON files to process several accounts at once. For example:

python main.py secret1.json secret2.json

Files

  • main.py: The main script to execute the synchronization process.
  • sample_secret.json: A sample credentials file (ensure your actual credentials file is named secret.json).
  • last_imported.txt: Tracks the date of the last imported transaction. Note: This does not currently get updated, so all imports will start from whatever date is in this file and not change unless changed manually. YNAB discards transactions imported multiple times, so this should not pose a huge issue.

Configuration

Ensure your secret.json file is correctly configured with your RBC and YNAB account details. This file should not be shared or exposed publicly to protect your sensitive information.

Reporting Issues

If you have any other issues or suggestions, go to https://github.com/anna-st-40/ynab-rbcbankus-import/issues and create an issue if one doesn't already exist.