🏦 GoCardless ⇄ Maybe Finance — Automatic Multi-Bank Sync & Weekly Overview 💸
🏦 GoCardless ⇄ Maybe Finance — Automatic Multi-Bank Sync & Weekly Overview 💸 Who’s it for 🤔 Freelancers, founders, households, and side-hustlers who work with several bank accounts but want one, always-up-to-date budget inside Maybe Finance—no more CSV exports or copy-paste. How it works / What it does ⚙️ Schedule Trigger (cron) fires every Monday 📅 (switch to Manual Trigger while testing) Get access token — fresh 24 h GoCardless token 🔑 Fetch transactions for each account: Revolut Pro Revolut Personal ABN AMRO (add extra HTTP Request nodes for any other GoCardless-supported banks) Extract booked — keep only settled items 🗂️ Set transactions … — map every record to Maybe Finance’s schema 📝 Merge all arrays into one payload 🔄 Create transactions to Maybe — POSTs each item via API 🚀 Resend Email — sends you a “Weekly transactions overview” 📧 All done in a single run — your Maybe dashboard is refreshed and you get an inbox alert. How to set up 🛠️ Import the template into n8n (cloud or self-hosted). Create credentials GoCardless secret_id & secret_key Maybe Finance API key (Optional) Resend API key for email notifications One-time GoCardless config (run the blocks on the left): /token/new/ → obtain token /institutions → find institution IDs /agreements/enduser/ → create agreements /requisitions/ → get the consent URL & finish bank login /requisitions/{id} → copy the GoCardless account_ids Create the same accounts in Maybe Finance and run the HTTP GET request in the purple frame and copy their account_ids. Open each Set transactions … node and paste the correct Maybe account_id. Adjust the Schedule Trigger (e.g. daily, monthly). Save & activate 🎉 Requirements 📋 n8n 1.33 + GoCardless app (secret ID & key, live or sandbox) Maybe Finance account & API key (Optional) Resend account for email How to customize ✨ Include pending transactions**: change the Item Lists filter. Add more banks**: duplicate the “Get … transactions” → “Extract booked” → “Set transactions” path and plug its output into the Merge node. Different interval**: edit the cron rule in Schedule Trigger. Disable emails**: just remove or deactivate the Resend node. Send alerts to Slack / Teams**: branch after the Merge node and add a chat node. Happy budgeting! 💰. An n8n automation workflow template by Giannis Kotsakiachidis.
Giannis Kotsakiachidis
web
free
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