/firefly-iii-fints-importer

Import financial transactions from you FinTS enabled bank into Firefly III.

Primary LanguagePHPGNU Affero General Public License v3.0AGPL-3.0

ci

This tool allows you to import transactions from your FinTS enabled bank into Firefly III.
It comes with a web GUI that guides you through the process.

Startup

To start the app, choose one of the three methods below:

  • Start the app by executing the following commands.

    git clone https://github.com/bnw/firefly-iii-fints-importer.git
cd firefly-iii-fints-importer
composer install
php -S 0.0.0.0:8080 app/index.php

  • Alternatively, you can use docker-compose. The following commands will download and start the pre-built image from docker-hub.

    git clone https://github.com/bnw/firefly-iii-fints-importer.git
cd firefly-iii-fints-importer
docker-compose up

    To update the docker image stored on your machine to the latest version, run docker-compose pull && docker-compose up.

  • You can also build the docker image locally. To do so, simply follow the above steps for docker-compose, but replace the line image: benkl/firefly-iii-fints-importer by build: . in the docker-compose.yml. The build usually takes a few minutes.

After completing one of the above steps, browse to http://localhost:8080 and follow the instructions 🙂

Tips

  • Banks typically only allow you to access the last two years worth of transactions. In order to ensure that your bank account shows the correct balance in Firefly III, even if not all of it's history can be imported, adjust the account's starting balance accordingly in Firefly III.
  • There is the option to reformat the description of a transaction, before it is sent to Firefly III. This can be done by configuring a RegEx search and replace pair. See data/configurations/example.json or the corresponding unit test for an example. Thanks to dfunke for this feature!

Storing configurations

Instead of entering all necessary account information every time, you can load it from a JSON-file.
Simply create such a JSON-file in the data/configurations folder by adapting the provieded data/configurations/example.json. When starting the app in your browser, you can then choose the JSON-file as a configuration source.
Please note that the bank_2fa-value in the JSON file corresponds to the number of the 2-factor authentication as listed in app/public/html/collecting-data.twig.
Thanks to joBr99 for this feature!

Requirements

  • Docker or (PHP 8.1 or newer and Composer)
  • An already running instance of Firefly III
    • It must be reachable over the network by PHP from the computer you run this import app
    • A Personal Access Token which you can generate on the Profile page in Firefly III

Feedback

So far, I could only test this with my personal bank. If you find that it does not work with your bank, please open an issue.

Screenshots

Screenshots of import tool

Warnings

  • Note that most banks handle failed FinTS logins similar to failed website logins. Thus, if you fail to enter your password correctly 3 times in a row, your access will most likely be blocked. Then you need to take some bank specific actions to reenable your FinTS & web access.
  • For ING DiBa: According to this wiki, a login into the website is required every 90 days.