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 regular CSV Export. (You can cancel the download)
2. Now click on the YNAB Export button.
3. 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/ba/fp/html/e-finance/assets
// @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     8
// @grant       none
// @require     https://code.jquery.com/jquery-3.3.1.slim.js
// ==/UserScript==
// Function definitions
function createGenerateButton() {
    let input = document.createElement("input");
    input.type = "button";
    input.value = "YNAB Export";
    input.className = "btn";
    input.style.setProperty('margin-left', '8px');
    input.onclick = createExportButton;

    $("input[name='data']")[0].parentNode.append(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
    let result = JSON.parse($("input[name='data']")[0].value)

    // process the content
    result = result.filter(row => row.length === 6).map((row, index) => index > 0 ? sanitizeRow(row) : createHeader());

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

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

function sanitizeRow(row) {
    const date = row[0].replace(/(.*)-(.*)-(.*)/, '$3.$2.$1');
    const payee = row[1].replace(/\"/gi, '').replace(/\r/gi, '').replace(/,/gi, ';');
    const category = '';
    const memo = '';
    const outflow = row[3];
    const inflow = row[2];

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

    return line.join(',');
}

/* waitForKeyElements():  A handy, utility function that
 * does what it says.
 */
function waitForKeyElements(
    selectorTxt,    /* Required: The jQuery selector string that
                        specifies the desired element(s).
                    */
    actionFunction, /* Required: The code to run when elements are
                        found. It is passed a jNode to the matched
                        element.
                    */
    bWaitOnce,      /* Optional: If false, will continue to scan for
                        new elements even after the first match is
                        found.
                    */
    iframeSelector  /* Optional: If set, identifies the iframe to
                        search.
                    */
) {
    var targetNodes, btargetsFound;

    if (typeof iframeSelector == "undefined")
        targetNodes = $(selectorTxt);
    else
        targetNodes = $(iframeSelector).contents()
            .find(selectorTxt);

    if (targetNodes && targetNodes.length > 0) {
        /*--- Found target node(s).  Go through each and act if they
            are new.
        */
        targetNodes.each(function () {
            var jThis = $(this);
            var alreadyFound = jThis.data('alreadyFound') || false;

            if (!alreadyFound) {
                //--- Call the payload function.
                actionFunction(jThis);
                jThis.data('alreadyFound', true);
            }
        });
        btargetsFound = true;
    }
    else {
        btargetsFound = false;
    }

    //--- Get the timer-control variable for this selector.
    var controlObj = waitForKeyElements.controlObj || {};
    var controlKey = selectorTxt.replace(/[^\w]/g, "_");
    var timeControl = controlObj[controlKey];

    //--- Now set or clear the timer as appropriate.
    if (btargetsFound && bWaitOnce && timeControl) {
        //--- The only condition where we need to clear the timer.
        clearInterval(timeControl);
        delete controlObj[controlKey]
    }
    else {
        //--- Set a timer, if needed.
        if (!timeControl) {
            timeControl = setInterval(function () {
                waitForKeyElements(selectorTxt,
                    actionFunction,
                    bWaitOnce,
                    iframeSelector
                );
            },
                500
            );
            controlObj[controlKey] = timeControl;
        }
    }
    waitForKeyElements.controlObj = controlObj;
}

// Main entry point
waitForKeyElements("input[name='data']", createGenerateButton);