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https://github.com/joelllllll/up-sync

Sync account and transaction data from up bank to your local environment
https://github.com/joelllllll/up-sync

accounts bank data postgres sync transactions up upbank

Last synced: 12 months ago
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Sync account and transaction data from up bank to your local environment

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README

          

# Up Sync

## Running
Build the docker image
```shell
docker-compose build
```
Bring up the docker containers,
This will start the `app` and `postgres` containers.

```shell
docker-compose run app bash
```

If you wish to bring up the `metabase` (for UI) or the `mockserver` (for testing) containers, you'll need to use `--profile` with compose up

to run the tests
```shell
docker-compose up --profile mockserver
```

You'll need to export your UP token as a ENV variable

```shell
export UP_TOKEN="xxxxxxxx"
```

```shell
./up_sync.py --lookback 100
```

This will sync all accounts and their transactions into an `accounts` and `transactions` table in the database \
The `lookback` config is in days and is optional. The default lookback period is 30 days

You can access the metabase dashboard at `http://localhost:3000` to view the data

## Todo
- [ ] Config to change output format (postgres, csv dump, pyspark delta tables)
- [ ] Consume all transaction fields
- [ ] Consume all other streams
- [ ] Categories
- [ ] Tags
- [ ] Attachments
- [ ] Sync individual streams
- [ ] implement UV package manager
- [ ] better error handling for requests