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MajorArkwolf authored Sep 9, 2024
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# UP Bank to FireFly III Data Importer
**This is still a work in progress**

This program is designed to import transaction from Up Bank Australia into Firefly 3 either as a once off or continously. It is also able to detect if a transaction has been updated such as a new tag is added or category change in the Up Bank portal which will then update the transaction in Firefly to reflect this change.
This program is designed to import transactions from Up Bank Australia into Firefly 3 either as a once-off or continuously. It is also able to detect if a transaction has been updated such as a new tag being added or a category change in the Up Bank portal which will then update the transaction in Firefly to reflect this change.

## Building
Building is simple, just ensure you have rust installed and run the following,
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``cargo build --release``

## Setup
- Copy the settings-template.yaml and rename it just settings.yaml
- Add the url to your Firefly instance (eg 192.168.0.2:8083)
- For each up bank account you wish to import data into firefly, do the following...
- Create a firefly account that represents your Up Bank Account
- In firefly add the unique id from Up Bank into the Firefly Account Number field. (This creates a direct link from the importer tool)
- Note: Passing the action "get-account-info" into the executable will print out all your Up Bank account information to the terminal which can be used to help setup your Firefly account information.
- Add the Upbank id into the accounts section in the settings.yaml, this tells the importer to only import this data.
- Copy the ``settings-template.yaml`` and rename it just ``settings.yaml``
- Get the Up Bank PAN code and paste it inside of the quotes in ``settings.yaml`` -> ``upbank_pan``
- Get the Firefly PAN code and paste it inside of the quotes in ``settings.yaml`` -> ``ff_pan``
- Add the url to your Firefly instance (eg 192.168.0.2:8083) into the ``settings.yaml``
- For each up bank account you wish to import into Firefly, do the following...
- Get the unique GUID from UpBank for the account you wish to create and note it down.
- Note: Passing the action "get-account-info" into the executable will print out all your Up Bank account information to the terminal which can be used to help set up your Firefly account information.
- Create a new asset account inside of Firefly that represents the Up Bank Account you wish to import
- Under the new asset account you created in Firefly, under ``Optional fields`` -> ``Account Number``, paste the GUID from Up Bank.

### Docker-Compose.yml
If you are using the provided Docker-Compose.yml, after you have finished your first import, you should uncomment ``DATE_RANGE=30``, as this will considerably speed up the process by fetching less data.

## Running
Ensure you have setup your settings.yaml file before continuing
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Windows: ``up_bank_fidi.exe get-account-information``

### Running the migrator tool
See command line help assistant for setting start and end dates or date ranges.
See the command line help assistant for setting start and end dates or date ranges.

Linux & macOS :
``up_bank_fidi``
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This program is best used from a docker container. Provided is both a Dockerfile and a template Docker-Compose.yml file.

### Docker Compose
Docker compose is setup to be built from a repo clone. You may also point your host volumes elsewhere if required.
Docker compose is setup to be built from a repo clone. You may also point your host volumes elsewhere if required.

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