tedpearson / nw-updater

Tracking Account balance updater for YNAB.

nw-updater

Update account balances in ynab, getting current account balances from various institutions. Current account balances are retrieved using Chrome DevTools Protocol via chromedp. YNAB is updated using the YNAB API via ynab.go.

Currently supported institutions:

• Fidelity
• Fideltiy NetBenefits
• Schwab Retirement Plan Center
• Igoe Administrative Services

Configuring

• Rename config.yaml.example to config.yaml, and add your own credentials and account names.
  • Create a file named .passphrase containing the passphrase to use to encrypt your passwords.
  • Use openssl to encrypt your passwords like this: echo -n "account_password" | openssl aes-256-cbc -a -md SHA256. You will enter your encryption passphrase after entering the command.
  • To create a YNAB personal access token, follow the YNAB documentation.