Import your Monarch Money account data into ProjectionLab

Updates your ProjectionLab account balances with the latest data from Monarch Money.

How it Works

1. Connects to APIs: Scripts communicate with both Monarch Money and ProjectionLab's Plugin API.
2. Fetches Monarch Data: Your Monarch Money account balances are directly downloaded to your machine.
3. Updates ProjectionLab: The project updates your ProjectionLab account information using the updateAccount() Plugin API.

Here is how the API looks like:

window.projectionlabPluginAPI.updateAccount('12345', { balance: 1000 }, { key: 'YOUR_PL_API_KEY' })

In the above example, 12345 is the accountId of your account in ProjectionLab, 1000 is the new balance and YOUR_PL_API_KEY is the Plugin API key (see below on how to get the key). If you have 10 accounts, you have to call this API 10 times, with the correct accountId and balance, to update of all the accounts. And since the API uses the window object, you should call this API from the browser's developer console.

See the image below:

When you run the script (in step 5 below), it generates a string that you can copy and paste into the browser's developer console. Your account data is downloaded directly from Monarch Money to your local machine and then the script will update the account balances in ProjectionLab.

Getting Started

Prerequisites:

• Your Monarch Money account credentials
• Basic familiarity with your browser's developer console

Step-by-Step Guide

Step 0: Backup your current data in ProjectionLab

Since this will modify ProjectionLab's application data, it's better to do a backup (Account Settings > Export Data), so you have something to restore from if needed.

Step 1: Set up ProjectionLab to use the plugin API

1. Login to ProjectionLab and go to Account Settings on the top right.
2. Open Plugins page -> (Account Settings > Plugins)
3. Enable the switch 'Enable Plugins'.
4. Copy the value in the text box 'Plugin API Key'. (From now on, this key will be referred to as YOUR_PL_API_KEY.)

Step 2: Get the accountId of ProjectionLab accounts that you want to import

ℹ️ You need to do this step only once ℹ️

The goal of this step is to get the accountId of the accounts in ProjectionLab that you want to update. To help you do that, this step lists all accounts in ProjectionLab with their accountId and name.

1. Open the Developer Console of your browser and run the following script that gives you the id and name of the accounts.

‼️Remember to replace YOUR_PL_API_KEY with the key that you copied in step 1.4 above ‼️

const exportData = await window.projectionlabPluginAPI.exportData({ key: 'YOUR_PL_API_KEY' });

// Merge the list of savings accounts, investment accounts, assets and debts
const plAccounts = [...exportData.today.savingsAccounts, ...exportData.today.investmentAccounts,
                    ...exportData.today.assets, ...exportData.today.debts];

plAccounts.forEach(account => {
    console.log(account.id, account.name)
});

2. The browser console will display the id and name of your accounts in ProjectionLab.
3. Copy the list of account.id and account.name of those accounts.

Step 3: Get the corresponding accountId from Monarch Money

ℹ️ You need to do this step only once ℹ️

1. Open the file 'config.js' and replace monarch_email and monarch_password with your Monarch credentials.
   • If you have configured Multi-Factor Authentication, you will need to update monarch_mfa with the mfa code.
   • Note - this is not the recovery code, but the 30+ character code that is shown right next to the QR code when you set up MFA.
   • You might have to re-enable MFA if you don't have the code with you.
2. Open terminal and install the node packages by running npm install.
3. Run node get-monarch-accounts.js in the terminal.
4. The terminal will display the list of Monarch accounts with their id and name.
5. Copy the list of the ids of the accounts you want to import.

Step 4: Update the mapping of Monarch ID and ProjectionLabs accountId config.js file

ℹ️️ You need to do this step only once ℹ️️

1. Open the file 'config.js'
2. Replace YOUR_PL_API_KEY with the key that you copied in step 1.4 above.
3. Update the accountMapping array with the corresponding ids of Monarch accounts and ProjectLab accounts - Monarch id in monarchAccountID and ProjectionLabs id in plAccountID.

Step 5: Get the script to import data into ProjectionLab

1. Run node index.js to get the script that you can use in ProjectionLab.
2. Copy the script from the terminal output
3. Open browser's developer console of the ProjectionLab browser and paste the above script and hit Enter

The accounts in the ProjectionLab will be updated with the new values. Congratulations! You did it! Each time you want to update the account balances in ProjectionLab, you only need to run step 5.

Contributing

Contributions are welcome!