Firefly III Data Importer

Firefly III

Last update: Jan 2, 2023

Related tags

Laravel data-importer

Overview

Firefly III Data Importer

Import your transactions into Firefly III
Explore the documentation

Report a bug · Request a feature · Ask questions

About this data importer

"Firefly III" is a (self-hosted) manager for your personal finances. It can help you keep track of your expenses and income, so you can spend less and save more. The data importer is built to help you import transactions into Firefly III. It is separated from Firefly III for security and maintenance reasons.

The data importer does not connect to your bank directly. Instead, it uses Nordigen and SaltEdge to connect to over 6000 banks worldwide. These services are free for Firefly III users, but require registration.

You can also import CSV files downloaded from your bank. Other import options are under construction.

Eager to get started? Go to the TODO documentation!

Need help?

If you need support using Firefly III or the associated tools, come find us!

Features

Import from over 6000 banks
Import over the command line for easy automation
Import over an API for easy automation
Use rules and data mapping for transaction clarity

Many more features are listed in the TODO documentation.

Who's it for?

This application is for people who want to track their finances, keep an eye on their money without having to upload their financial records to the cloud. You're a bit tech-savvy, you like open source software and you don't mind tinkering with (self-hosted) servers.

Getting Started

Many more features are listed in the TODO documentation.

Contributing

You can contact me at [email protected], you may open an issue in the main repository or contact me through gitter and Twitter.

Of course, there are some contributing guidelines and a code of conduct, which I invite you to check out.

I can always use your help squashing bugs, thinking about new features or translating Firefly III into other languages.

Sonarcloud scans the code of Firefly III. If you want to help improve Firefly III, check out the latest reports and take your pick!

There is also a security policy.

Support the development of Firefly III

If you like Firefly III and if it helps you save lots of money, why not send me a dime for every dollar saved! 🎉

OK that was a joke. If you feel Firefly III made your life better, consider contributing as a sponsor. Please check out my Patreon and GitHub Sponsors page for more information. Thank you for considering donating to Firefly III!

License

This work is licensed under the GNU Affero General Public License v3.

Contact

You can contact me at [email protected], you may open an issue or contact me through the support channels:

Acknowledgements

The Firefly III logo is made by the excellent Cherie Woo.

Comments

Missing creditor name

Fixes issue where creditorName is empty in Nordigen transactions. This results in "(unknown destination account)" transactions. For example with:

{
  "bookingDate": "2021-12-15",
  "debtorAccount": {
    "iban": "BEXXXXXX"
  },
  "debtorName": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
  "proprietaryBankTransactionCode": "247",
  "remittanceInformationUnstructuredArray": [
    "SEPA Incasso algemeen doorlopend",
    "Incassant: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "Naam: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "Machtiging: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "Omschrijving: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    " xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "1",
    "IBAN: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "Kenmerk: xxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
  ],
  "transactionAmount": {
    "amount": "-92",
    "currency": "EUR"
  },
  "transactionId": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
}

Changes in this pull request:

The Nordigen transactions will fall back to debtorName/debtorAccountIban when creditorName/creditorAccountIban is empty.

Not sure if this is the way to go, please let me know if I should change anything.

@JC5

opened by Fgruntjes 9

Transaction empty description -> "no description"
Not sure if this works, or if this is the place to put it.

Fixes issue #6210

Changes in this pull request:

Checks for empty description, if it is empty, fill in default: "(no description)"

@JC5
opened by BerghsJelmer 8
Ignore invalid debtor IBANs from Nordigen
Fixes issue https://github.com/firefly-iii/firefly-iii/issues/5953

Changes in this pull request:

If a transaction from Nordigen contains an invalid IBAN from a debtor account, that IBAN gets discarded

I've used the validateIban function from firefly-iii.

I've tested this locally and it works. Feel free to make changes if needed.

@JC5
opened by diogotcorreia 5
Handle both string and array ownerAddressUnstructured field
Fixes error when institution provides ownerAddressUnstructured as string

Changes in this pull request:

Package string ownerAddressUnstructured into array to handle both string and arrays correctly

@JC5
opened by dawid-czarnecki 4
Bump vue-loader from 15.9.8 to 17.0.0
Bumps vue-loader from 15.9.8 to 17.0.0.

Release notes

Sourced from vue-loader's releases.

v16.8.3

Bug Fixes

HMR not working correctly with vue-class-component components (#1897) (76b1448)

v16.8.2

Bug Fixes

should allow chaining with loaders for non-vue files (#1889) (f32f953), closes #1879 #1883 #1890

plugin: use compiler.webpack when possible (#1884) (820d23c)

v16.8.1

Bug Fixes

fix template options resolving for ts (91f581b)

v16.8.0

Bug Fixes

hmr: fix hmr regression (bacc6a9)

Features

enableTsInTemplate option (7613534)

When used with ts-loader, due to ts-loader's cache invalidation behavior, it sometimes prevents the template from being hot-reloaded in isolation, causing the component to reload despite only the template being edited. If this is annoying, you can set this option to false (and avoid using TS expressions in templates).

Alternatively, leave this option on (by default) and use esbuild-loader to transpile TS instead, which doesn't suffer from this problem (it's also a lot faster). However, do note you will need to rely on TS type checking from other sources (e.g. IDE or vue-tsc).

v16.7.1

Bug Fixes

remove pure annotation for custom blocks (cd891e5)

v16.7.0

Features

support optional @vue/compiler-sfc peer dep (21725a4)

v16.6.0

Bug Fixes

generate treeshaking friendly code (11e3cb8)

Features

support ts in template expressions (573fbd2)

... (truncated)

Changelog

Sourced from vue-loader's changelog.

17.0.0 (2021-12-12)

Features

support reactivityTransform option (e07490e)

BREAKING CHANGES

remove refSugar option, require vue@^3.2.13

16.8.3 (2021-11-04)

Bug Fixes

HMR not working correctly with vue-class-component components (#1897) (76b1448)

16.8.3 (2021-11-04)

Bug Fixes

HMR not working correctly with vue-class-component components (#1897) (76b1448)

16.8.2 (2021-10-26)

Bug Fixes

should allow chaining with loaders for non-vue files (#1889) (f32f953), closes #1879 #1883 #1890

plugin: use compiler.webpack when possible (#1884) (820d23c)

16.8.1 (2021-09-22)

Bug Fixes

fix template options resolving for ts (91f581b)

16.8.0 (2021-09-22)

... (truncated)

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bug
opened by dependabot[bot] 3
Bump vue and vue-template-compiler
⚠️ Dependabot is rebasing this PR ⚠️

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Bumps vue and vue-template-compiler. These dependencies needed to be updated together. Updates vue from 2.7.10 to 2.7.13

Commits

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Updates vue-template-compiler from 2.7.10 to 2.7.13

Release notes

Sourced from vue-template-compiler's releases.

v2.7.13

Please refer to CHANGELOG.md for details.

v2.7.12

Please refer to CHANGELOG.md for details.

v2.7.11

Please refer to CHANGELOG.md for details.

Changelog

Sourced from vue-template-compiler's changelog.

2.7.13 (2022-10-14)

Bug Fixes

effectScope: calling off() of a detached scope should not break currentScope (800207c), closes #12825

types: style attribute svg (#12800) (8e26261)

watch: avoid traversing objects that are marked non-reactive (#12806) (5960f05)

2.7.12 (2022-10-12)

Reverts

Revert "fix(setup): setup hook should be called before beforeCreate" (e80cd09), closes #12802 #12821 #12822

2.7.11 (2022-10-11)

Bug Fixes

build: enforce LF line ending in built files (738f4b3), closes #12819

compiler-sfc: export parseComponent for compat with fork-ts-checker-webpack-plugin (0d6d972), closes #12719

reactivity: check skip first before checking ref when creating observer (#12813) (5d26f81), closes #12812

reactivity: use WeakMap for proxy/raw checks, compat with non-extensible objects (4a0d88e), closes #12799 #12798

setup: setup hook should be called before beforeCreate (e1342df), closes #12802

sfc: prune returned bindings for non-TS as well (fb13930), closes #12765

sfc: remove sfc scoped deep syntax deprecation warnings (2f335b2)

types: fix error with options watch (#12779) (bc5b92a), closes #12780

types: support Ref and function types in tsx ref attribute (#12759) (87f69aa), closes #12758

types: vue 3 directive type compatibility (#12792) (27eed82)

Performance Improvements

improve unsub perf for deps with massive amount of subs (8880b55), closes #12696

Commits

df281b0 release: v2.7.13

800207c fix(effectScope): calling off() of a detached scope should not break currentS...

5960f05 fix(watch): avoid traversing objects that are marked non-reactive (#12806)

8e26261 fix(types): style attribute svg (#12800)

4cad410 release: v2.7.12

e80cd09 Revert "fix(setup): setup hook should be called before beforeCreate"

c61395d release: v2.7.11

8880b55 perf: improve unsub perf for deps with massive amount of subs

738f4b3 fix(build): enforce LF line ending in built files

cc14d44 chore: bump build deps

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bug
opened by dependabot[bot] 2
Bump sass-loader from 12.6.0 to 13.0.0
Bumps sass-loader from 12.6.0 to 13.0.0.

Release notes

Sourced from sass-loader's releases.

v13.0.0

13.0.0 (2022-05-18)

⚠ BREAKING CHANGES

minimum supported Node.js version is 14.15.0 (#1048)

emit @warn at-rules as webpack warnings by default, if you want to revert behavior please use the warnRuleAsWarning option (#1054) (58ffb68)

Bug Fixes

do not crash on importers for modern API (#1052) (095814e)

do not store original sass error in webpack error(#1053) (06d7533)

Changelog

Sourced from sass-loader's changelog.

13.0.0 (2022-05-18)

⚠ BREAKING CHANGES

minimum supported Node.js version is 14.15.0 (#1048)

emit @warn at-rules as webpack warnings by default, if you want to revert behavior please use the warnRuleAsWarning option (#1054) (58ffb68)

Bug Fixes

do not crash on importers for modern API (#1052) (095814e)

do not store original sass error in webpack error(#1053) (06d7533)

Commits

1d1b057 chore(release): 13.0.0

095814e fix: do not crash on importers for modern API (#1052)

58ffb68 feat: emit @warning as webpack warning (#1054)

06d7533 fix: do not store original sass error in webpack error(#1053)

040a511 chore(deps): update (#1051)

4762909 refactor!: minimum supported Node.js version is 14.15.0 (#1048)

7be1c1c chore: update github actions (#1049)

39e68a9 ci: remove node v17 (#1046)

2d565b2 chore: add node 18 (#1045)

d7c05ef test: more (#1044)

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bug
opened by dependabot[bot] 2
Bump vue from 2.6.14 to 3.2.33
Bumps vue from 2.6.14 to 3.2.33.

Release notes

Sourced from vue's releases.

v3.2.33

Please refer to CHANGELOG.md for details.

v3.2.32

Please refer to CHANGELOG.md for details.

v3.2.31

Please refer to CHANGELOG.md for details.

v3.2.30

Please refer to CHANGELOG.md for details.

v3.2.29

Please refer to CHANGELOG.md for details.

v3.2.28

Please refer to CHANGELOG.md for details.

v3.2.27

Please refer to CHANGELOG.md for details.

v3.2.26

Please refer to CHANGELOG.md for details.

v3.2.25

Please refer to CHANGELOG.md for details.

v3.2.24

Please refer to CHANGELOG.md for details.

v3.2.23

Please refer to CHANGELOG.md for details.

v3.2.22

Please refer to CHANGELOG.md for details.

v3.2.21

Please refer to CHANGELOG.md for details.

v3.2.20

Please refer to CHANGELOG.md for details.

v3.2.19

Please refer to CHANGELOG.md for details.

v3.2.18

Please refer to CHANGELOG.md for details.

v3.2.17

Please refer to CHANGELOG.md for details.

... (truncated)

Changelog

Sourced from vue's changelog.

3.2.33 (2022-04-14)

Bug Fixes

compat: copy additional properties for functions bound via globalProperties (#4873) (1612971), closes #4403

compiler-sfc: handle type modifier in import specifiers (#5498) (8e29ef6)

custom-elements: work with async component + slots (#4657) (f4d2c9f), closes #4639

reactivity-transform: should not rewrite catch param (#5711) (1f14f19), closes #5709

reactivity: fix ref tracking of self-stopping effects (154233a), closes #5707

runtime-core: ensure custom events are not emitted anymore after unmount. (#5679) (71c9536), closes #5674

runtime-core: fix use of non-existent-in-prod internal property in defineProperty trap (f641c4b), closes #5710

runtime-dom: catch more cases of DOM property setting error (#5552) (fa1d14c), closes #5545

runtime-dom: patch translate as an attr (#5485) (2c09969), closes #5462

runtime-dom: properly handle style properties with undefined values (#5348) (85af139), closes #5322

ssr: avoid rendering reserved internal keys in output (#5564) (cc238cd), closes #5563

transition: fix broken leave transition on dev root fragment (#5268) (767d212)

transition: handle transition for v-if branches with comment (62eba63), closes #5675

3.2.32 (2022-04-12)

Bug Fixes

devtools: perf: use high-resolution time (1070f12)

reactivity: fix currentScope loss when running detached effect scope (#5575) (0a301d4)

runtime-core/template-ref: named ref in v-for regression fix (#5118) (cee1eaf), closes #5116 #5447 #5525

runtime-core: allow spying on proxy methods regression (#5417) (1574edd), closes #5415 #4216

runtime-core: Avoid mutating original options object in createApp (#4840) (d121a9b), closes #4398

runtime-core: ensure custom directive instance properly exposes properties on closed instances. (#5022) (f44087e), closes #5018

runtime-core: fix event listener as dynamicProp is added erroneously to props (#5517) (8eceabd), closes #5520

transition: ensure flattened transition group children inherit parent keys (4311ddd), closes #4718 #5360 #5392

3.2.31 (2022-02-12)

Bug Fixes

compiler-ssr: no need to inject resolveDirective calls for setup custom directives (436c500)

runtime-core: allow spying on proxy methods (#4216) (8457d8b)

ssr: always hydrate children for HMR (#5406) (0342fae), closes #5405

3.2.30 (2022-02-07)

... (truncated)

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bug
opened by dependabot[bot] 2
Bump vue-loader from 15.9.8 to 16.8.3
Bumps vue-loader from 15.9.8 to 16.8.3.

Release notes

Sourced from vue-loader's releases.

v16.8.3

Bug Fixes

HMR not working correctly with vue-class-component components (#1897) (76b1448)

v16.8.2

Bug Fixes

should allow chaining with loaders for non-vue files (#1889) (f32f953), closes #1879 #1883 #1890

plugin: use compiler.webpack when possible (#1884) (820d23c)

v16.8.1

Bug Fixes

fix template options resolving for ts (91f581b)

v16.8.0

Bug Fixes

hmr: fix hmr regression (bacc6a9)

Features

enableTsInTemplate option (7613534)

When used with ts-loader, due to ts-loader's cache invalidation behavior, it sometimes prevents the template from being hot-reloaded in isolation, causing the component to reload despite only the template being edited. If this is annoying, you can set this option to false (and avoid using TS expressions in templates).

Alternatively, leave this option on (by default) and use esbuild-loader to transpile TS instead, which doesn't suffer from this problem (it's also a lot faster). However, do note you will need to rely on TS type checking from other sources (e.g. IDE or vue-tsc).

v16.7.1

Bug Fixes

remove pure annotation for custom blocks (cd891e5)

v16.7.0

Features

support optional @vue/compiler-sfc peer dep (21725a4)

v16.6.0

Bug Fixes

generate treeshaking friendly code (11e3cb8)

Features

support ts in template expressions (573fbd2)

... (truncated)

Changelog

Sourced from vue-loader's changelog.

16.8.3 (2021-11-04)

Bug Fixes

HMR not working correctly with vue-class-component components (#1897) (76b1448)

16.8.3 (2021-11-04)

Bug Fixes

HMR not working correctly with vue-class-component components (#1897) (76b1448)

16.8.2 (2021-10-26)

Bug Fixes

should allow chaining with loaders for non-vue files (#1889) (f32f953), closes #1879 #1883 #1890

plugin: use compiler.webpack when possible (#1884) (820d23c)

16.8.1 (2021-09-22)

Bug Fixes

fix template options resolving for ts (91f581b)

16.8.0 (2021-09-22)

Bug Fixes

hmr: fix hmr regression (bacc6a9)

Features

enableTsInTemplate option (7613534)

When used with ts-loader, due to ts-loader's cache invalidation behavior, it sometimes prevents the template from being hot-reloaded in isolation, causing the component to reload despite only the template being edited. If this is annoying, you can set this option to false (and avoid using TS expressions in templates).

Alternatively, leave this option on (by default) and use esbuild-loader to transpile TS instead, which doesn't suffer from this problem (it's also a lot faster). However, do note you will need to rely on TS type checking from other sources (e.g. IDE or vue-tsc).

... (truncated)

Commits

7347ae9 16.8.3

76b1448 fix: HMR not working correctly with vue-class-component components (#1897)

9e47e8e chore: v16.8.2 changelog

a0243bd 16.8.2

f32f953 fix: should allow chaining with loaders for non-vue files (#1889)

820d23c fix(plugin): use compiler.webpack when possible (#1884)

2eccc0e refactor: use import type

63fdf8d chore: remove duplicate entries from changelog

8ed3af4 chore: changelog fix [ci skip]

1607fb8 chore: changelog [ci skip]

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bug
opened by dependabot[bot] 2
Added max days option to Nordigen integration
Fixes issue # (if relevant) https://github.com/firefly-iii/firefly-iii/issues/5807

Changes in this pull request:

Max days option for Nordigen API is used

Uses the maximum allowed days

@JC5
opened by krehl 2
Bump @vue/compiler-sfc from 3.2.30 to 3.2.31
Bumps @vue/compiler-sfc from 3.2.30 to 3.2.31.

Release notes

Sourced from @vue/compiler-sfc's releases.

v3.2.31

Please refer to CHANGELOG.md for details.

Changelog

Sourced from @vue/compiler-sfc's changelog.

3.2.31 (2022-02-12)

Bug Fixes

compiler-ssr: no need to inject resolveDirective calls for setup custom directives (436c500)

runtime-core: allow spying on proxy methods (#4216) (8457d8b)

ssr: always hydrate children for HMR (#5406) (0342fae), closes #5405

Commits

d56dec6 release: v3.2.31

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bug
opened by dependabot[bot] 2

Releases(0.9.17)

0.9.17(Oct 23, 2022)
⚠️ This release WILL create duplicate transactions. Don't import large batches!

Added

Better error handling.

Fixed

Fix issue 6548

Fix issue 6525

Source code(tar.gz)
Source code(zip)
0.9.16(Sep 11, 2022)
Added

Ability to recognize 'Charge' as a debit transaction.

Expand error messages with URL.

Log more errors.

Fixed

Issue 6354 Path fix for subdirectory installations.

Issue 6377 Switch issue were transaction amounts were reversed (and thus also the types)

Issue 6412 Update for command line import.

Issue 6419 Time out and SSL check wasn't consistent.

Security

Update packages

Source code(tar.gz)
Source code(zip)
0.9.15(Jul 23, 2022)
Fixed

Issue 6259 Fixed an issue where deposits would not be given a source account.

Source code(tar.gz)
Source code(zip)
0.9.14(Jul 20, 2022)
Added

Fallback to additional information field if description is empty, thanks @martinslota

Fixed

Issue 6242 Bad string conversion when dates are empty.

Issue 6244 Rename field from 'uri' to 'url'.

Fix missing field data check for spectre imports.

Source code(tar.gz)
Source code(zip)
0.9.13(Jul 18, 2022)
Fixed

Fixed an issue where the importer would break when importing mapped transactions.

Source code(tar.gz)
Source code(zip)
0.9.12(Jul 16, 2022)
Issue where config files with empty strings would break the date selection.

Issue 6146 Fix issue where missing Nordigen data would break the import.

Issue 6233 Fix issue where mapping an expense account to a revenue spot would break the import.

Fix issue where the importer would not detect empty descriptions. Thanks @BerghsJelmer

Make sure packages match PHP 8.0

Source code(tar.gz)
Source code(zip)
0.9.11(Jul 16, 2022)
Fixed

Issue where config files with empty strings would break the date selection.

Issue 6146 Fix issue where missing Nordigen data would break the import.

Issue 6233 Fix issue where mapping an expense account to a revenue spot would break the import.

Fix issue where the importer would not detect empty descriptions. Thanks @BerghsJelmer

Source code(tar.gz)
Source code(zip)
0.9.10(May 2, 2022)
Changed

Made the texts more generic to accommodate future changes

Catch deleted transactions

Require most recent Firefly III

Fixed

Issue 5980 Fix date range.

Source code(tar.gz)
Source code(zip)
0.9.9(May 2, 2022)
Changed

Made the texts more generic to accommodate future changes

Catch deleted transactions

Require most recent Firefly III

Fixed

Issue 5980 Fix date range.

Source code(tar.gz)
Source code(zip)
0.9.8(Apr 12, 2022)
Fixed

Fixes an issue with an underlying package.

Source code(tar.gz)
Source code(zip)
0.9.7(Apr 10, 2022)
Fixed

Fixes an issue with an underlying package.

Source code(tar.gz)
Source code(zip)
0.9.6(Apr 10, 2022)
Fixed

Fixes an issue with an underlying package.

Source code(tar.gz)
Source code(zip)
0.9.5(Apr 9, 2022)
Fixed

Fixes an issue with an underlying package.

Source code(tar.gz)
Source code(zip)
0.9.4(Apr 9, 2022)
Fixed

Fixes another issue with detecting duplicate transactions.

Source code(tar.gz)
Source code(zip)
0.9.3(Apr 4, 2022)
Fixed

A small change should make it easier for the data importer to detect failed transaction creation attempts.

Issue 5964 Updated libraries to fix issue.

Source code(tar.gz)
Source code(zip)
0.9.2(Apr 2, 2022)
Added

There is an option to set the maximum days to import from Nordigen, thanks @krehl!

Importer will now report expired Nordigen User Agreements, thanks @MacPaille!

Fixed

Issue 5871 Importer would ignore time-outs

Removed some overly chatty status messages.

Source code(tar.gz)
Source code(zip)
0.9.1(Apr 2, 2022)
Added

There is an option to set the maximum days to import from Nordigen, thanks @krehl!

Importer will now report expired Nordigen User Agreements, thanks @MacPaille!

Fixed

Issue 5871 Importer would ignore time-outs

Source code(tar.gz)
Source code(zip)
0.9.0(Feb 21, 2022)
⚠️ This release WILL create duplicate transactions. Don't import large batches!

Added

Add command to upgrade import configurations.

Changed

Stop logging stack traces to prevent logs from filling up.

⚠️ Don't submit unused amount_modifier field

Fixed

Better error catching in configuration controller and other places.

Sanity check to prevent the importer from treating JSON files as CSV files.

Issue 5731 Could not import transfers from Spectre

Issue 5735 Better support for old import configuration files

Source code(tar.gz)
Source code(zip)
0.8.0(Feb 6, 2022)
⚠️ Using Nordigen? This release WILL create duplicate transactions. Don't import large batches.

Added

Collect more Nordigen information for future debug.

Collect IBAN from secondary source if possible.

Add value date as "payment date" whenever possible.

Fixed

Issue 5590 500 error when attempting to add bank account from Nordigen

Issue 5650 Better error catching for timeouts

Issue 5700 Missing route for Nordigen (experimental fix)

Clean up some logging.

Better check on session states

Better check on messages to report

Will not email if not configured to

Source code(tar.gz)
Source code(zip)
0.7.0(Jan 21, 2022)
⚠️ Using Nordigen? This release WILL create duplicate transactions. Don't import large batches.

A special thanks to the excellent folks over at @nordigen for some quick debugging and fixing.

Added

A special 500 page so you can see what's happening.

Nordigen will now import transaction details in notes.

If you have no Firefly III accounts, the importer will warn you.

Extra account details debug information.

Fixed

A missing method broke navigation.

Sometimes session details would get lost in translation.

Source code(tar.gz)
Source code(zip)
0.6.5(Jan 14, 2022)
Fixed

Catch error in balanceAfterTransaction field.

Source code(tar.gz)
Source code(zip)
0.6.4(Jan 14, 2022)
Fixed

ownerAddressUnstructured could unexpectedly be unset.

Source code(tar.gz)
Source code(zip)
0.6.3(Jan 11, 2022)
Fixed

Nordigen reports the ownerAddressUnstructured both as string and array, thanks @dawid-czarnecki

Issue 5507 ownerAddressUnstructured field is of the wrong data type.

Version 0.6.1 also reports as 0.6.0.

Source code(tar.gz)
Source code(zip)
0.6.2(Jan 11, 2022)
Fixed

Issue 5507 ownerAddressUnstructured field is of the wrong data type.

Version 0.6.1 also reports as 0.6.0.

Source code(tar.gz)
Source code(zip)
0.6.1(Jan 7, 2022)
⚠️ Duplicate detection could be broken, due to changes in the way transactions are handled. Be careful importing large batches.

💡 Some people have reported running into loops when trying to start importing CSV files. Please open an issue if this happens to you.

Added

The Spectre import checks more fields for payee information, thanks @ddelbondio!

Changed

The importer can stop warning you about duplicate transactions, making for a cleaner import. Check out .env.example.

If there is nothing to report, there will be no email message.

The import tag will not be created until the first transaction is successfully imported.

The configuration file export will mention the data importer version.

Fixed

Various issues where people would end up in a redirect loop.

In some cases, the "mapping" feature was hidden.

The debug page could add newlines, breaking the table.

The autoupload endpoint would require CSV files, even when using Nordigen or Spectre.

Issue 5502 Sloppy copy/paste bug leads to confusion between the base URL and the vanity URL.

Missing continue statement in transaction processor

Source code(tar.gz)
Source code(zip)
0.6.0(Jan 7, 2022)
⚠️ Duplicate detection could be broken, due to changes in the way transactions are handled. Be careful importing large batches.

💡 Some people have reported running into loops when trying to start importing CSV files. Please open an issue if this happens to you.

Added

The Spectre import checks more fields for payee information, thanks @ddelbondio!

Changed

The importer can stop warning you about duplicate transactions, making for a cleaner import. Check out .env.example.

If there is nothing to report, there will be no email message.

The import tag will not be created until the first transaction is successfully imported.

The configuration file export will mention the data importer version.

Fixed

Various issues where people would end up in a redirect loop.

In some cases, the "mapping" feature was hidden.

The debug page could add newlines, breaking the table.

The autoupload endpoint would require CSV files, even when using Nordigen or Spectre.

Issue 5502 Sloppy copy/paste bug leads to confusion between the base URL and the vanity URL.

Source code(tar.gz)
Source code(zip)
0.5.0(Jan 1, 2022)
⚠️ Duplicate detection could be broken, due to changes in the way transactions are handled. Be careful importing large batches.

💡 Some people have reported running into loops when trying to start importing CSV files. Please open an issue if this happens to you.

Added

Code to support the cloud installation.

Proper page for maintenance mode.

Changed

Issue 5453 Different text for button

Importer will complain about bad environment variables.

Only create the import tag when necessary.

Fixed

Issue 5354 Fix edge case when importing CSV files.

Issue 5440 Can now handle amounts formatted 0,xxxxx

Issue 5452 Bad vanity URL in reports

Issue 5459 Fix issue when skipping configuration page.

Filter spaces from IBANs

Source code(tar.gz)
Source code(zip)
0.4.1(Dec 22, 2021)
Known issues

⚠️ Duplicate detection could be broken, due to changes in the way transactions are handled. Be careful importing large batches.

💡 Some people have reported running into loops when trying to start importing CSV files. Please open an issue if this happens to you.

Changed

The importer will search for, and match account numbers as well as IBANs.

The importer will prefer 'bookDate' over 'valueDate'

Added

POST import and import via upload is now possible. Several mandatory security measures are listed in .env.example.

Dark mode. Responds to your browser or OS.

Fixed

Issue 5397 Could not import into liabilities.

Issue 23, fixed date range settings, thanks @p-rintz

Issue 5407 Fix issue with empty accountlists.

Issue 5416 Mismatch in function name breaks Nordigen.

Source code(tar.gz)
Source code(zip)
0.4.0(Dec 22, 2021)
Known issues

⚠️ Duplicate detection could be broken, due to changes in the way transactions are handled. Be careful importing large batches.

💡 Some people have reported running into loops when trying to start importing CSV files. Please open an issue if this happens to you.

Changed

The importer will search for, and match account numbers as well as IBANs.

The importer will prefer 'bookDate' over 'valueDate'

Added

POST import and import via upload is now possible. Several mandatory security measures are listed in .env.example.

Fixed

Issue 5397 Could not import into liabilities.

Issue 23, fixed date range settings, thanks @p-rintz

Issue 5407 Fix issue with empty accountlists.

Source code(tar.gz)
Source code(zip)
0.3.0(Dec 11, 2021)
Added

Issue 5342 Can import "external URL" field.

Will now send report messages over mail if you want.

Fixed

Remove TODO's from README file.

Respect date range when importing.

Nordigen will pre-select country + bank

Nordigen will recycle requisition

Mapping works for Spectre + Nordigen

Better secret management for Nordigen + Spectre

Issue 5351 Fix URL's

Fix duplicate detection.

Fix issue with transfers being imported as deposits.

New debit indicator thanks to @reeperbahnause

Source code(tar.gz)
Source code(zip)