/joxi

An automatic personal finance tracker for your banks and crypto. All your finance data in Notion.

Primary LanguageTypeScript

Joxi

An automatic personal finance tracker for your banks and crypto. All your finance data in Notion. No more manual data entry.

GitHub Action

You can run this code in a GitHub Action, which can run everyday and update your Notion database. Learn more here.

Features

  • 🤖 Automatic - Joxi comes with a GitHub Action that can run everyday.
  • 📈 Data in Notion - Joxi creates a well-structured database Notion with all your transactions and accounts.
  • 🏦 Multi-bank - Joxi supports multiple banks and crypto wallets.
  • 🧑‍💻 No code - Joxi is a no-code solution. You don't need to write any code to use it.
  • 📦 Open source - Joxi is open source and you can contribute to it.
  • 📚 Free - Joxi is free.

Requirements

  1. A GitHub account.
  2. An OB Nordigen account.
  3. A Notion account.
  4. A bank account or wallet to fetch the data from. Duh.

Setup

Before you start, please fork this repository.

  1. Setup in Nordigen
  2. Setup in Coinbase
  3. Setup in Notion

Setup in Nordigen

Create the secrets

  1. Create an account in Nordigen OB.

  2. Go to User secrets and click in New Secret Key. Add a name and allow all the IPs.

  3. Create two new environmental variables or new repository secret(if you are using GitHub Action):

    • Name: NORDIGEN_KEY. Secret: ID token from step 2.
    • Name: NORDIGEN_SECRET. Secret: Key token from step 2.
Creating new connection to a bank.

Learn more about Nordigen's API.

You have to do this steps every time you want to connect to a new bank.

This guide will show you how to create an agreement with a bank using Nordigen's UI. You are free to use any other method to create the agreements.

  1. Search for your bank in Nordigen's UI and copy the institution_id.

If you don't find your bank, make sure to also search with payments_enabled set to true.

  1. This step is optional[^1] Create a new agreement using Nordigen's UI:

    • Make sure to allow balances, details and transactions in access_scope for better results.
    • Change the institution_id with the one you copied in step 1.

  2. Build the link. Create a new requisitions using Nordigen's UI:

    • Change the institution_id with the one you copied in step 1.
    • If you have create an agreement manually, make sure to change agreement.
    • Redirect URL can be a dummy one like https://example.com.

[^1] Use this step only if you want to specify other than default end user agreement terms: 90 days of transaction history, 90 days of account access period and full scope of information (details, balances, transactions). If no custom end user agreement is created, default terms will be applied.

Setup in Coinbase

TODO

Setup in Notion

  1. Go to Notion's Integration page and create a new integration. Make sure to select: Read content, Update content and Insert content. In User Capabilities, you can select No user information as no user information will be needed.

  2. Copy the Integration Token.

  3. Duplicate the Joxi template and add it to your Notion workspace.

  4. Once you have duplicated the template, click on More options > Add connections > Select your connection you created in step 1.

  5. Create two new environmental variables or new repository secret(if you are using GitHub Action):

    • Name: NOTION_TOKEN. Value: Integration Token from step 3.
    • Name: NOTION_MAIN_PAGE_ID. Value: The id of the page you duplicated in step 4. You can find the id in the URL of the page. For example, the id here https://onmax.notion.site/Joxi-Template-907135d9cb70445eb99e4f137562353b is 907135d9cb70445eb99e4f137562353b.

Three keys to understand how does it work

  1. Your banks: With your Nordigen's key in an environmental variable, Joxi can to communicate with your banks(through Nordigen).
  2. Your crypto wallets: With your Coinbase's key in an environmental variable, Joxi can to communicate with your wallets in Coinbase.
  3. Your Notion database: Another environmental variable will held your Notion API key, which will allow Joxi to write the data to your database.

No one will have access to your data. You can always stop the service at any time.

Tech stack

Roadmap

  • Improve Notion Template.
  • Add support for Categorization.
  • Add support for Kucoin.