rename ENV variables to drop "IMPORTER" from the names and be more consistent
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@@ -36,7 +36,14 @@ ACTUAL_FILE_PASSWORD="<file password>"
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ACTUAL_CACHE_DIR="./cache"
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ACTUAL_CACHE_DIR="./cache"
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# optional, name of the payee for added interest transactions
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# optional, name of the payee for added interest transactions
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IMPORTER_INTEREST_PAYEE_NAME="Loan Interest"
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INTEREST_PAYEE_NAME="Loan Interest"
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# optional, name of the payee for added interest transactions
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INVESTMENT_PAYEE_NAME="Investment"
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# optional, name of the cateogry group for added investment tracking transactions
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INTEREST_CATEGORY_GROUP_NAME="Income"
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# optional, name of the category for added investment tracking transactions
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INTEREST_CATEGORY_NAME="Investment"
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```
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```
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## Installation
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## Installation
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@@ -81,7 +88,7 @@ interest transaction on the 28th of the month, set the account note to
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`interestRate:0.045 interestDay:28`.
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`interestRate:0.045 interestDay:28`.
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You can optionally change the payee used for the interest transactions by
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You can optionally change the payee used for the interest transactions by
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setting `IMPORTER_INTEREST_PAYEE_NAME` in the `.env` file.
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setting `INTEREST_PAYEE_NAME` in the `.env` file.
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To run:
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To run:
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@@ -111,7 +118,7 @@ adding an `ownership:0.0X` tag to the account note. For example, if you own
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then use that percentage to track the home's value.
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then use that percentage to track the home's value.
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You can optionally change the payee used for the transactions by setting
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You can optionally change the payee used for the transactions by setting
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`IMPORTER_ZESTIMATE_PAYEE_NAME` in the `.env` file.
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`ZESTIMATE_PAYEE_NAME` in the `.env` file.
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To run:
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To run:
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@@ -149,7 +156,7 @@ on the values in the URL.
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- `kbbOptions:XXX,XXX,XXX,...`
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- `kbbOptions:XXX,XXX,XXX,...`
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You can optionally change the payee used for the transactions by setting
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You can optionally change the payee used for the transactions by setting
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`IMPORTER_KBB_PAYEE_NAME` in the `.env` file.
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`KBB_PAYEE_NAME` in the `.env` file.
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To run:
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To run:
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@@ -199,6 +206,12 @@ modified. This function lists transactions whose note contains certain
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strings that are targeted when using `zeroSmall` and `dropPayments`. You may
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strings that are targeted when using `zeroSmall` and `dropPayments`. You may
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need to update this to add additional notes to look for.
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need to update this to add additional notes to look for.
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You can optionally change the payee used for the transactions by setting
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`INVESTMENT_PAYEE_NAME` in the `.env` file.
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You can optionally change the category used for the transactions by setting
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`INVESTMENT_CATEGORY_NAME` in the `.env` file.
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To run:
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To run:
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```console
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```console
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+1
-1
@@ -5,7 +5,7 @@ require("dotenv").config();
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(async () => {
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(async () => {
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await openBudget();
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await openBudget();
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const payeeId = await ensurePayee(process.env.IMPORTER_INTEREST_PAYEE_NAME || 'Loan Interest');
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const payeeId = await ensurePayee(process.env.INTEREST_PAYEE_NAME || 'Loan Interest');
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const accounts = await api.getAccounts();
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const accounts = await api.getAccounts();
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for (const account of accounts) {
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for (const account of accounts) {
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@@ -25,7 +25,7 @@ async function getKBB(URL) {
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(async function() {
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(async function() {
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await openBudget();
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await openBudget();
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const payeeId = await ensurePayee(process.env.IMPORTER_KBB_PAYEE_NAME || 'KBB');
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const payeeId = await ensurePayee(process.env.KBB_PAYEE_NAME || 'KBB');
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const accounts = await api.getAccounts();
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const accounts = await api.getAccounts();
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for (const account of accounts) {
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for (const account of accounts) {
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@@ -70,9 +70,8 @@ const zeroTransaction = async (payment) => {
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(async () => {
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(async () => {
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await openBudget();
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await openBudget();
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const payeeId = await ensurePayee(process.env.IMPORTER_INVESTMENT_PAYEE_NAME || 'Investment');
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const payeeId = await ensurePayee(process.env.INVESTMENT_PAYEE_NAME || 'Investment');
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const categoryId = await ensureCategory(process.env.INVESTMENT_CATEGORY_NAME || 'Investment');
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const categoryId = await ensureCategory(process.env.IMPORTER_INVESTMENT_CATEGORY_NAME || 'Investment');
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const simplefinBalances = await getSimplefinBalances();
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const simplefinBalances = await getSimplefinBalances();
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if (simplefinBalances) {
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if (simplefinBalances) {
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@@ -12,7 +12,7 @@ const Utils = {
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const password = process.env.ACTUAL_SERVER_PASSWORD || '';
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const password = process.env.ACTUAL_SERVER_PASSWORD || '';
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const file_password = process.env.ACTUAL_FILE_PASSWORD || '';
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const file_password = process.env.ACTUAL_FILE_PASSWORD || '';
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const sync_id = process.env.ACTUAL_SYNC_ID || '';
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const sync_id = process.env.ACTUAL_SYNC_ID || '';
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const cache = process.env.IMPORTER_CACHE_DIR || './cache';
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const cache = process.env.ACTUAL_CACHE_DIR || './cache';
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if (!url || !password || !sync_id) {
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if (!url || !password || !sync_id) {
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console.error('Required settings for Actual not provided.');
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console.error('Required settings for Actual not provided.');
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+1
-1
@@ -37,7 +37,7 @@ async function getZestimate(URL) {
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(async function() {
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(async function() {
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await openBudget();
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await openBudget();
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const payeeId = await ensurePayee(process.env.IMPORTER_ZESTIMATE_PAYEE_NAME || 'Zestimate');
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const payeeId = await ensurePayee(process.env.ZESTIMATE_PAYEE_NAME || 'Zestimate');
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const accounts = await api.getAccounts();
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const accounts = await api.getAccounts();
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for (const account of accounts) {
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for (const account of accounts) {
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