I don’t see Settings > Bank Account > Connect accounts?
However, I don’t understand how to get this working. When I go to settings > bank accounts and create a bank account, it just asks for a name and that’s it. There’s no way to perform steps to integrate it with my bank/Yodlee.
Is there some further documentation? How can I get this set up?
Yodlee is only supported on the hosted platform, the monthly fees would be prohibitive for individual users to sign up for the service. In the selfhost app you can use the CSV import.
Yep, but the good thing is the functionality after you import a bank statement via CSV, contains ALL the features, we have advanced rules for matching expenses and invoices in a future release
You have to replace the invoiceninja url and the credentials for nordigen.
In order to have a working workflow, you have to create the credentials for nordigen from curl/postman (etc)
You mention curl/postman is that to create a special credentials in n8n or how??? Can you send me in the right direction because I’m not sure how to get this working.
you have to create an end-user aggreement at nordigen first. therefore sign in with your bank account. most likely with oauth2. After this nordigen has 90 days of access to your bank account, until you have to sign in again. (you have to swap the id of the aggreement within n8n each time.