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import: Starling Bank

Scott Robertson edited this page Jul 1, 2021 · 18 revisions

Note: Business and Joint accounts are not supported yet. Once Starling have an API available, we will support it

Before you do anything, please read the Getting Started guide.

Webhooks

To get Starling webhooks working with this app, you need to set up a personal webhook in the Developer Console. To do that:

  1. First, you need to decide which YNAB account Fintech to YNAB should send these transactions to. You can either set the YNAB_STARLING_ACCOUNT_ID environment variable to your YNAB Account ID, or you can pass the ynab_account_id parameter into the webhook URL below.
  2. Login to https://developer.starlingbank.com with your starling account
  3. Click "Personal Access"
  4. Click "Create V2 Webhook" and select the types you wish to track.
  5. Give it any name
  6. Paste the URL of your app (see Getting Started for how to set it up) into the "Payload URL" field, followed by /starling. For example: "https://scott-monzo-to-ynab.herokuapps.com/starling
  7. Select the "Feed Item" event type
  8. Save

URL Secrets will not work at this time for Starling V2 Webhooks

Imports

Direct

To import your Starling bank history, you will need a Starling personal access token, and your YNAB account id.

To import your Starling history, just run the following:

./bin/import starling --token [Starling Token] --ynab_account_id [YNAB Account ID]

CSV

You can also export the Starling Bank CSV from within the app, and import that. This can be used for accounts that are not accessible via the API yet, such as Business Accounts.

./bin/import csv --format starling --path /path/to/csv --ynab_account_id [YNAB Account ID]
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