Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom

Roadmap: Client app #55

Open
8 of 16 tasks
geofflamrock opened this issue Nov 6, 2022 · 0 comments
Open
8 of 16 tasks

Roadmap: Client app #55

geofflamrock opened this issue Nov 6, 2022 · 0 comments

Comments

@geofflamrock
Copy link
Owner

geofflamrock commented Nov 6, 2022 •
edited
Loading

Righto, let's create a proper application instead of a CLI so that it's easy to manage syncing of accounts to ynab.

General:

  • Basic app structure/architecture

Account syncing:

  • View list of accounts to sync (bank -> ynab)
  • Search accounts
  • Create account to sync
  • Edit account
  • Sync account ad-hoc
  • Scheduled account sync
  • View history of account sync
  • View logs of account sync
  • Westpac
  • St George
  • Notifications on failure

Credentials:

  • Save ynab credentials (OAuth?)
  • Save Westpac credentials (username, password)
  • Save St George credentials (access number, security number, password)
  • Encrypt credentials

Other ideas:

  • Electron app so it's installable and private, no creds ever leave your local machine
  • Being able to track additional data like how many transactions synced etc.
  • Being able to know the last date of transactions synced so don't need to specify number of days to sync etc.
@geofflamrock geofflamrock changed the title Roadmap: Proper application Roadmap: Client app Nov 7, 2022
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Assignees
No one assigned
Labels
None yet
Projects
None yet
Milestone
No milestone
Development

No branches or pull requests
1 participant
@geofflamrock