rownie23 Thanks for your response.  I look forward to hearing from you when this is all working.

rrownie23 i believe this is what you are looking for?

rownie23 I checked and all the Twitter apps are not optimised as required, so it is not that. I am wondering if it is something in how the notification for Google Pay display works? Perhaps it is different here in Canada?  I haven't been able to understand enough yet about Tasker to understand where this error is coming from. 

Here are a couple of notifications in case that helps. 

rownie23 thanks for replying.  Bad news for you on the phone front! Hope the repair comes soon for you!  I did not know that you can export the tasks and profiles for this.  That might easily let me try this on my wife's phone as well, or it can send it to you too check too.  

Thanks for keeping at this, I really appreciate it!

rownie23 I have downloaded and installed the profile and task to my phone, configured the account and budget ID and changed the currency to $. Now I just need to make a purchase. In the meantime I did review the xml files and found a few differences. For your review I have exported and uploaded my two files here for you to review as well. https://1drv.ms/f/s!AmtStPKHjcbLxPhVS55OtbvCVOlJsg Hopefully this will get the thing working!

rownie23 OK, making some progress here.  Made a payment and I got an error!  It appears this error occurs in the last part of the task and is in regards to the date format:

Autoweb Action Error

{"error":{"id":"400","name":"bad_request","detail":"date must not be in the future or over 5 years ago"}}

Since its title is AutoWeb that is why I think it is the last item of the task.  Also I have received the notification banner that you have the task create in Step 8.

Any ideas?

Interesting that my profile is set to only trigger for PET VALU.  I rebuilt it several times with no entries or banners, I had just assumed that it got inserted when the profile got stuck.

Thanks,

rownie23 I did not see a date anywhere on the notifications that I received.  I have dismissed them already so I cannot check them again.  I will have to try again when I go out to purchase something.

rownie23 ok, I managed to grab one with the date  see attached  

rownie23 that did it!  Yay!  Seeing that transaction go through today was a thing of beauty!  Thanks so much for your work on this! I really appreciate it. 

rownie23 Yeah I have no idea why I didn't use the built in ynab method for payee rules. My current one has a prompt for me to type the payee manually but it also has a database so once I've been to a store once I don't need to type it again. Same result as ynab rules but silly of me to not use the existing built in method. I'm pretty much setup but i'm adding an extra variable to change which account it gets entered in. I don't have a google pay notification handy so any chance you can tell me which antext split fields contain the VISA .... 1234 parts.

Really easy guide to follow, thanks

rownie23 Ahh I see. I'll try a regex match instead. Thanks. I'm doing exactly what you just posted below except different accounts rather than different budgets.

Johannes in tasker select tasks and then chose the task you have made for this purpose.

Then on the next screen select the action you need to edit. 

Then you can edit the values for each action depending on what's required. 

SgtBatten Thanks for helping out! Thing is, I don't get the list of actions when selecting the task - just "1. AutoWeb Web Service"?

Johannes haha oh I see. That step actually requires you to create the items that then show in step 17. You press the plus icon to add actions.

If you can see my post below I just uploaded a template which you can import into tasker with everything you need already created and when you open it it tells you what to edit to get it working.

hi pixelartist87 

Just so I can follow best did you use my template?

Are you using Google or Samsung pay?

Any chance you can share the text of a Google/Samsung pay notification? You can change the numbers/words but need the same structure.

I found when I added nicknames to my cards in Google pay I had to change a bunch of stuff last week so this could be one reason.

Dimitris Zeus it would almost certainly be quite simple to make it work with any notification the provides enough information such as amount and payee and preferably account or card number. 

If you provide an example notification I could advise on most of it. You would need to then configure the notification intercept also by "filling from current" on one of the chase notifications. 

SgtBatten thanks for your reply! Although Tasker is a really handy tool, I figured something else out: since I receive alerts from Curve in my email, I'm using Zapier to handle it and import to YNAB automatically every time a purchase is made. Here is my zap, if you guys want to have a look! 

So, that means that even if my phone is running low on battery and can't use GPay, or I'm purchasing online, or whatever, I can still use my card and get my transactions into YNAB so my budget will be updated. The only remaining thing is to check and approve those and Bob's is your uncle! :)

Dimitris Zeus Yes i agree that if you have an alternate notification than just google pay itself such as a bank notification, then that will work better because it captures every transaction, not just GPay ones.  

Nice job!

rownie23 steps 2 and 4 are not mandatory; the latter is just to remind me to approve transactions and merge any payees (if necessary), while the first I just decided to keep it there because I was testing it at the beginning to see how data was being parsed. Therefore, you may skip these extra steps, if you like!

So, any transactions made with this card will be already imported into YNAB without the need to do the whole thing manually; just check and approve it and Bob's your uncle!

Since it is working only for purchases (from a specific card), I still will have to do another zap to process potential refunds (partial and whole ones), wire transfers (income, outcome, payroll) and reallocation of funds between my own accounts. So, it is quite a lot to get done and for sure there will be some tests to be made in the long run. 

rownie23 yes, I do. I've setup a filter where the moment an email from Curve is received, FWD to X email address. Within zap, you'll have to FWD your first email and setup the filter which data to gather. Since PP sends you a template for each transaction, it will be very simple to do it :) 

Meanwhile, any email provider will do as long as you can FWD. 

Dimitris Zeus Oh jeez just realised this will cost $20USD a month. 

SgtBatten no need to. You can use zap for free, as long as you won't use multi step ones and until 100 tasks per month. Me, I don't use spreadsheets and notifications anymore. I may use notifications again in the future, but it will "cost" some more of the free tasks. 

Dimitris Zeus Ahh the API integration is much more forgiving now (or maybe Zap is helping). I through i needed multiple steps because the format for the amount is meant to be a certain way, which is not achievable by parsing the email alone. Zap seems to convert it for me so it was easy. I'm using this for a weekly share portfolio update so had to deal with negatives.

SgtBattenand the the zap I'm using: https://zapier.com/shared/5fcf302997b64af91e65f9cdf5b9cfeaba96f6b0

Also, I added the negative sign manually before adding the variable for the amount. 

Silver Tape 

The payee should be set as the variable %payee during the tasker profile running. 

if you used my template and turn on test mode what flashes up for payee?

Also you might be able to help us help you by sharing the text from a notification so I can compare yours to the task in case there is a difference

Thank you for the reply!

I implemented your template and I've got it to work. However, when I want to send %antext as %memo to Ynab, so I have the text for the notification within the transaction in YNAB, the bug reproduces itself.

So for now I will remove the %memo = %antext task. Or do you have an idea how to incorporate this?

PS. The notification text was: (Er is 0,01 [%amount] EUR bijgeschreven [this is used to know plus or minus] op rekening *258 van: Bikael (%payee))[%memo as %antext (I did this before the split ) which breaks]

Silver Tape It might be something to do with your notification having commas. It also might be not be handling credits properly given the format would be different and the number of words in the notification does make a difference.