Amazon YNAB Reconciler

Getting Started

You need to have the following information:

• Amazon Account Email
• Amazon Account Password
• YNAB API Key (You can find how to get yours here)
• Payee name and ID to be used to patch the transactions on Amazon (see instructions below)

👉 You will also need Chrome or the Chromium webdriver installed.

Run the application with

python3 -m amazon_ynab --init

This will prompt you for the information. Data will be saved by default on the working directory under .env/secrets.yml. To change the location, and see other options, run

python3 -m amazon_ynab --help

To run the application after initialization, run

python3 -m amazon_ynab run

The options available for the run command are:

• --headless: Run the application in headless mode.
• --days-back [INT]: Scrape the last [INT] days of transactions.
• --short-items: Shorten names of items to fit in the YNAB table.
• --words-per-item [INT]: Shorten names of items to fit in the YNAB table.

Screenshots

To obtain the Payee ID and Name

1. On your YNAB budget, create a Payee for Amazon if you don't have one, or would like to use a new one.
2. Go to the YNAB API and click on Authorize on the top right of the page. Input your YNAB API key in the field provided and click on Authorize.
3. Scroll down to Payees, there should be a box /budgets/{budget_id}/payees. Select it, click on Try it out, input your Budget ID on budget_id (you can also use last-used insted of the ID), and click on Execute.
4. Scroll down to where it says Response Body. You should see a list of Payees. Look for the Amazon payee you want to use to save the reconciled transactions (overwriting the existing import payee for each transaction). Copy the ID and name and use them to initialize the application.

Troubleshooting

Sometimes the application fails to reconcile the transactions. In most cases this will be because YNAB doesn't show the automatically imported transactions on the API without some manual intervention. To fix this, you can go to your YNAB budget and for each of your accounts click on View at the top like the image below:

Secrets File Structure

amazon:
    password: <YOUR_AMAZON_PASSWORD>
    username: <YOUR_AMAZON_EMAIL>
ynab:
    token: <YOUR_YNAB_API_TOKEN>
    amazon_payee_id: <YOUR_AMAZON_PAYEE_ID>
    amazon_payee_name: <YOUR_AMAZON_PAYEE_NAME>

Credits

Projects

This project is heavily inspired from the following project:

Project Structure

This project was generated with python-package-template