Automatically Rename Payees

Hi

First of all thanks a ton for the awesome API.  Living in Dubai I don't have the luxury of direct import, so I've been looking forward to having an automated way of entering my transactions - similar to Frits , but instead of using email I wanted to use Tasker on Android to intercept my credit card transaction SMSes and post them to YNAB.

So far I have set it up successfully and it is working like a charm - multiple different credit cards with different SMS parsers, posting incoming transactions to the appropriate accounts. All I need to do then is approve/categorize the transactions in YNAB.

The easiest way to access the API from Tasker was to use the Autoweb plugin from João Dias (now the owner of Tasker) - still in Beta. I have added and successfully tested most of the endpoints.

As I understand direct or file import will automatically rename payees on import based on the rules defined under "Manage Payees", but these rules don't seem to apply when posting a transaction via the API. Consequently I end up with multiple different variations of the payee name, depending on how it appears in the SMS (different from different banks or branches of the merchant).

Any possibility to include this functionality in the API?

Thanks a lot!

Pete

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  • Hi Pete vH ! I'm so glad you were able to get your transactions importing :) 

    I haven't checked with our developers since they're not in until tomorrow, but I wonder if specifying an import_id (so that they're treated like imported transactions) would cause that payee renaming to fire. Have you already tried that? 

    You can read more in the Model tab here: https://api.youneedabudget.com/v1#/Transactions/createTransaction

    If that doesn't work, let me know and I'll do some more digging. 

    Reply Like
      • Pete vH
      • petevh
      • 10 mths ago
      • Reported - view

      Hi Angela  thanks for the suggestion - I didn't try specify an import_id but can test that out. I suspect it won't work though - I subsequently found it was discussed on another thread (Create Payee) : 

      According to Brady :

      It hasn't been implemented yet but it's still on the list.  It would certainly be a handy thing to have in the API.  I can't give you a definitive answer on if/when it will be implemented but I think it's likely we'll get it added in the not-too-distant future.

      Any way I can up-vote that feature request?

      Reply Like
    • Pete vH Thanks for the feedback!  "Rename rules" support (which is what you are asking for) is coming to the API really soon.  Maybe by tomorrow :) .  For them to be used, you will want to specify an import_id when posting the transactions.

      Reply Like 1
      • Pete vH
      • petevh
      • 10 mths ago
      • Reported - view

      Brady Thanks ... good to know, looking forward to the update. I've updated my transaction entries to use import_id in the meantime :)

      Reply Like
    • Pete vH Rename rules support has been released.

      Reply Like
      • Pete vH
      • petevh
      • 10 mths ago
      • Reported - view

      Brady brilliant thanks! Loving watching those text messages automagically turning into transactions with good,  clean payee and category data. :)

      Reply Like
    • Pete vH Your integration sounds really neat!  Do you think it's something other's could setup as well?  If so, I'd encourage you to do a little writeup as a new post here on the forum so others can see it as well.  You know, if you want to :).  But, I think this project sounds super handy and would love to see the specifics of your rig.

      Reply Like
      • Pete vH
      • petevh
      • 10 mths ago
      • Reported - view

      Brady for sure - I will try to write something up this weekend. 

      Reply Like
  • I'm wanting to use Tasker to respond to notifications from my bank and automatically enter YNAB transactions. Before getting started, I did a search for Tasker and YNAB. This thread came up.

    Pete vH , your Tasker routine sounds amazing and very similar to what I'm trying to accomplish. If you would feel comfortable sharing any of your code (minus any personal information, of course), that would be great!

    Thanks for considering.

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