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Introduction

Importing transactions (automatically) into Firefly III is one of the most asked features of Firefly III. Everybody wants Firefly III to automatically connect to their bank and synchronize all transactions.

In order to import transactions into Firefly III, you'll have to install and run separate tools. These tools can do the synchronization for you. All of these apps connect to the Firefly III API (documented on a separate website). To connect these apps to the API, most require an access token and an OAuth flow to be followed.

Some notes regarding importing transactions

  • It's not as easy as YNAB or Mint, and it's never going to reach that level of sophistication.
  • Your bank may not be supported, despite our best efforts.
  • You might not be able to easily automate the import/sync process.

Info

Some background information on automated imports can be found in the FAQ.

Available tools

The following tools are available to import data into Firefly III. They are listed here in order of popularity:

CSV importer

A tool called the CSV importer can import any CSV file from any financial institute that supports CSV files.

Spectre / Salt Edge importer

The Spectre importer is a good alternative to the CSV importer. This importer uses the Spectre API, provided by a fintech company called Salt Edge. They offer a trial of their Spectre API which you can use to connect to your bank. From your bank, Spectre will download and clean-up transactions.

Warning

The Spectre API is a paid product. After a short testing period, you must pay for the use of the Spectre API.

FinTS importer

A tool built by GitHub user @bnw that allows you to import using FinTS, a bank-independent protocol for online banking, developed and used by German banks.

Plaid importer

Plaid is a data aggregation service just like Spectre's Salt Edge API mentioned earlier. GitHub user @GeorgeHahn built a tool to import from Plaid.

Warning

The free Plaid program is meant for testing and your milage may vary.

Bank-specific tools

Crypto exchanges importer

This service by @financelurker lets you import activities from your crypto exchange accounts (like "Binance/binance.com") to your FireFly III account.

bunq importer

Warning

API keys for bunq are only available for paying bunq users. The bunq importer is discontinued as of January 1st, 2022.

If you're banking with bunq, you can use the dedicated bunq importer.

Revolut importer

If you're banking with Revolut, you can use the Revolut importer, which is built by GitLab user @ludo444.

YNAB importer

Warning

The YNAB importer is discontinued as of January 1st, 2022.

You can migrate from "You Need a Budget" using the dedicated YNAB importer.

UP Bank Australia importer

A tool to import from Made by GitHub user @Mugl3 that allows you to import from UP Bank Australia using Python.

Other ways of importing

If none of these import methods support your bank or financial organisation, please check out the API.


Last update: 2021-11-25