Postfinance YNAB Export

README.md

PostFinance YNAB 4 Export

This scripts allows the export of PostFinance account flow data for YNAB 4 using Tampermonkey. The export is not based on the CSV generated by the Post as it does not adhere to the standard but makes use of the data loaded on the client side for doing said CSV export.

Installation

If Tampermonkey is installed you can click on the RAW view of the postfinance-ynab.user.js file of this Gist. Tampermonkey should ask you whether or not you would like to install this script.

Usage

Tip: if you have a lot of transactions make sure to increase the shown amount from 25 to 100 somewhere in the settings.

Navigate to the account flow data in PostFinance (Konto -> Bewegungen) and:

1. Click on the YNAB Export button.
2. Hit the import button in the YNAB account view.

postfinance-ynab.user.js

// ==UserScript==
// @name        Postfinance CSV Export
// @namespace   http://death-knight.com
// @include     https://www.postfinance.ch/ap/ra/ob/html/finance/*
// @updateURL   https://gist.github.com/weiserr/bc0745d3145b29f02b1d/raw/postfinance-ynab.user.js
// @downloadURL https://gist.github.com/weiserr/bc0745d3145b29f02b1d/raw/postfinance-ynab.user.js
// @version     16
// @grant       none
// ==/UserScript==

// Function definitions
function createGenerateButton() {
    let input = document.createElement("button");
    input.type = "button";
    input.className = "ynab-button appearance-none before:absolute before:bg-inherit before:border before:border-inherit before:disabled:opacity-0 before:duration-150 before:ease-in-out before:hover:opacity-100 before:inset-[-3px] before:opacity-0 before:rounded-max before:transform before:transition-opacity before:z-[-1] bg-fpui-button-primary-background-color border border-fpui-button-primary-border-color border-solid cc-text-sm disabled:bg-fpui-button-primary-background-disabled-color disabled:border-fpui-button-primary-border-disabled-color disabled:text-fpui-button-primary-text-disabled-color fpui-button gap-2 h-13 inline-flex items-center leading-none p-3 place-content-center place-items-center relative rounded-max sm:w-auto text-center text-fpui-button-primary-text-color w-full xs:px-8 xs:py-4 z-0";
    input.textContent = "YNAB Export";
    input.onclick = createExportButton;

    document.querySelectorAll('fpui-actions').forEach(elem => {if(elem.querySelectorAll(".ynab-button").length < 1) {elem.appendChild(input)}});
}

function createExportButton() {
    const csv = createCSV();
    const date = new Date();
    const year = date.getFullYear();
    const month = date.getMonth() + 1;
    const day = date.getDate();
    const filename = "ynab-" + year + "-" + month + "-" + day + ".csv";

    // create a temporary download link
    let input = document.createElement("a");
    input.setAttribute('href', 'data:text/csv;charset=UTF-8,' + encodeURIComponent(csv));
    input.setAttribute('download', filename);
    input.style.display = 'none';

    // ...and click it to trigger the download
    document.body.appendChild(input);
    input.click();
    document.body.removeChild(input);
}

function createCSV() {
    // acquire the data computed by the Post
    const rows = Array.from(document.querySelector('[data-cy="movements-table"] > tbody').querySelectorAll("tr"));

    // process the content
    let result = rows.map((row, index) => sanitizeRow(row));

    // add the header
    result.unshift(createHeader());

    // join the results into a single string
    return result.join("\n");
}

function createHeader() {
    return 'Date,Payee,Category,Memo,Outflow,Inflow';
}

function sanitizeRow(row) {
    const date = row.querySelector('[data-cy="date"] > span:nth-child(2)').textContent;
    const payee = row.querySelector('[data-cy="shortText"] > span:nth-child(2)').textContent.replace(/\"/gi, '').replace(/\n/gi, ' ').replace(/,/gi, ';  ').trim();
    const category = '';
    const memo = '';
    const outflow = row.querySelector('[data-cy="debit"] fpui-amount > span:nth-child(1)')?.textContent?.replace(/[^\d\.]/g, '')?.trim() ?? '';
    const inflow = row.querySelector('[data-cy="credit"] fpui-amount > span:nth-child(1)')?.textContent?.replace(/[^\d\.]/g, '')?.trim() ?? '';

    let line = [];
    line.push(date);
    line.push(payee);
    line.push(category);
    line.push(memo);
    line.push(outflow);
    line.push(inflow);

    return line.join(',');
}

function waitForElem(selector) {
    if (document.URL == "https://www.postfinance.ch/ap/ra/ob/html/finance/assets/movements-overview" && document.querySelector(selector)) {
        createGenerateButton();
    }

    const observer = new MutationObserver((mutations) => {
        if (document.URL == "https://www.postfinance.ch/ap/ra/ob/html/finance/assets/movements-overview" && document.querySelector(selector)) {
            createGenerateButton();
        }
    });

    observer.observe(document.body, {
        childList: true,
        subtree: true,
    });
}


waitForElem('fpui-actions');

Does this still work? I added the script to tampermonkey but it didn't seem to do anything. Might be doing it wrong of course, I know nothing about javascript.

No - this does not work anymore. I am planning to do an update however. For now you can use the existing export button and clean up the file to be valid CSV + adapt the result to be input valid for YNAB. (If you want pointers for how to do this let me know)

Ok - now it works again. Hit the regular "Export" button first and the "YNAB Export" afterwards - you should get a csv-file importable directly in YNAB. I haven't tried it in Chrome but works in Firefox with the Greasymonkey extensions installed.

Hi Weiser, wow. That looks great! Impressive.

I am using Greasymonkey for the first time, can you quickly explain how it works? Where do I have to add the code? Thank you!!!

Just gotten around to test this now. Works beautifully, thanks a lot!

@Arsim100 navigate your Grease- or Tamper-Monkey to this gist, click on "RAW" and it will ask you to install the script - that should be all.

Adapted the script to:

• Support proper updating
• Support text with carriage returns in the payee (Avisierungstext)

Hi, there is a bug, every transactions goes to the inflow column of YNAB. VNAB understand that value with minus at the end should be swaped so either leave all transaction in the inflow column with the minus for the outflow transactions, either put the outflow transaction in the outflow colum and remove the minus on the value.

@pgailloud I will check that. It still worked two months ago...

@pgailloud sorry for the long delay - which version of YNAB are you using? (I am on v4.843). Currently the Outflow column is used for all outflows adding the - character at the end. For inflows the Inflow column is simply used.

Adapted v8 to support the , character in the description (Memo column). (The original CSV export is now even more broken as using the , as a regular char violates the CSV definition)

@Arsim100 finally managed to add a README.

...as there are no notifiactions for comments in Gists my response time might seem "a bit off". (Now checking before doing own budget :-) ).

Hi @weiserr
the script dosen't work anymore since a week ago. Payee is in the date column. Can you check please? It's so usefull!
Thanks!

Will look to providing an update now that PostFinance has changed its UI. (Hopefully somewhen this week)

Updated the script to work with the new UI. Here are the mini-change notes:

• Make sure to perform a reload when using this script on the page (see the README.md in that regard)
• The data is now completely scraped from the existing UI which has the nice effect of not needing to clicke the "regular" export button beforehand anymore
• The outflows do not have a - suffix at the end anymore (as suggested by @pgailloud )

...please let me know if something breaks / can be optimized.

Minor update due to the following issue:

Changing accounts in the "Konto -> Bewegungen" screen does not change the URL (not deeplinkable) which also means that performing a page refresh resets the selected account to the first one thus making it impossible to export YNAB data for all accounts but the first one.

--> This has now been fixed. The script will monitor changes to the UI and if the "Konto -> Bewegungen" page is browsed and will add the "YNAB Export" button if it has not yet been added to the action buttons.

Minor update due to the following:

• Previously we had to skip over the first entry of the transaction table body due the header information being encoded in the first row (not apparent in the UI but in the HTML). As the table now follows HTML semantics - the header information is not part of the body anymore - we are not skipping over the first entry anymore but correctly exporting all transactions.

Minor update due to the following:

• change in the URL from https://www.postfinance.ch/ap/ba/... to https://www.postfinance.ch/ap/ra/...

Minor update due to the following:

• the nesting of the credit and debit values has been adapted
• apparently the styling is now being done with a CSS utility library like e.g. Tailwind

Haha - finally after roughly 10 years the naming on the button is fixed - adapted from "YNAP" to "YNAB"...