Syncing Bank Transactions

Self-Hosted | v5
1

I am trying to figure out how to sync my bank account transactions into IN.

I have started by going to
settings > Bank Account > Connect

This comes up

Missing Credentials

Invalid or missing credentials for Gocardless Bank Account Data. Contact support for help, if this issue persists.

I am not sure where to put my Gocardless credentials as there is no place to put them in either page.

The Learn More… Button just brings me to Gocardless.com

I found their Quick Start guide for developers, but I am lost by that

Any guides that would help me link my bank transactions in here similar to QBO etc so I can categorize expenses?

Thank you!

2

Hi,

@david can you please advise?

3

You’ll want to update your .env variables with the following:

NORDIGEN_SECRET_ID=
NORDIGEN_SECRET_KEY=

You can see all the .env variables here:

4

@david
@hillel Thank you for the quick responses

I created a Secret ID and Key through GoCardless and put them in the .env file.
This allowed me to use the Connect button which took me to a page to search for a bank, but the choices look to be European based.
I am trying to sync to a Credit Union in the United States. Is there a way to do this or am I pretty limited here?

If I am not able to do this, I have a question for an alternative approach.
My bank provides PDF statements only, is there a recommended way to convert them to CSV files for easy input?

Thank you very much!

5

The hosted version of the app also provides Yodlee as an option supports many US banks.

Sorry, I don’t have a tool to recommend to convert a PDF to CSV.

6

For banking in the USA, you probably need to switch to IN Enterprise Hosted which supports Yodlee banking integration… However I found my tiny credit union was not on Yodlee, my bank is on Plaid who I have requested as a feature addon. Yodlee is cost prohibitive for single users on self hosted, but maybe Plaid will get considered as a viable alternative. I believe a couple larger US banks like Chase and Wells Fargo are supported by Gocardless/Nordigen, but those might be limited to EU locations, but those guys are not good for growing a small business.

Here is a recent list of Gocardless banks:

Plaid integration feature request:

7

I found out how to download CSVs from my bank which helped the process significantly.
And my bank also uses Plaid, so that would be a great feature!
Very hopeful for that in the future.

Thank you guys!