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 sync for you.
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.
How these apps work
All of these apps connect to the Firefly III API, which is available at
/api/v1 and documented on a separate website. To connect these apps to the API, most require an access token or some kind of an OAuth flow to be followed.
The following tools are available to import data into Firefly III. They are listed here in order of popularity:
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.
The Spectre API is a paid product. After a short testing period, you must pay for the use of the Spectre API.
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.
The free Plaid program is meant for testing and your milage may vary.
API keys for bunq are only available for paying bunq users.
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.