Add Firefly III data import plan

Documents FIDI + SimpleFIN approach for Capital One and Citi bank import, including OFX Direct Connect option for Citi and the FIDI compose snippet.
2026-03-06 20:06:22 +00:00
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+# Firefly III Data Import Plan
+
+## Bank Accounts
+
+| Institution | Type | Export Format | Automation |
+|-------------|------|---------------|------------|
+| Capital One | Bank/Credit Card | CSV only (dropped OFX) | SimpleFIN |
+| Citibank | Credit Card | CSV + QFX/OFX Direct Connect | SimpleFIN or OFX |
+
+## Phase 1: Manual Import via FIDI (Free)
+
+**Deploy FIDI** as a companion container to Firefly III.
+
+- Image: `fireflyiii/data-importer:latest`
+- Needs: `FIREFLY_III_URL`, `FIREFLY_III_ACCESS_TOKEN` (generate in Firefly UI under Profile → OAuth)
+- Port: 8383 (internal, no need to expose publicly)
+- Add to `firefly-iii/docker-compose.yaml` as a second service on the internal network
+
+**Workflow:**
+1. Log into Capital One → Account → Download transactions → CSV
+2. Log into Citi → Account → Download transactions → QFX or CSV
+3. Go to FIDI UI → upload file → map columns → import
+
+**Citi OFX Direct Connect** (optional, skips manual download):
+- Server: `https://www.citi.com/ofxdirect`
+- Requires Quicken-compatible credentials (may need to call Citi to enable)
+- FIDI supports OFX connections natively
+
+## Phase 2: Automation via SimpleFIN (Optional, ~$1.50/mo)
+
+SimpleFIN Bridge aggregates US bank data including Capital One and Citi.
+
+**Setup:**
+1. Sign up at https://bridge.simplefin.org/
+2. Get a SimpleFIN token
+3. Deploy a bridge script (e.g. `simplefin-to-firefly` community tool) as a cron container
+4. Script polls SimpleFIN → pushes new transactions to Firefly III API
+
+**Firefly III API base URL:** `https://firefly.kolpacksoftware.com/api/v1`
+**Auth:** Personal Access Token (Profile → OAuth → Personal Access Tokens)
+
+## FIDI Compose Addition
+
+Add to `firefly-iii/docker-compose.yaml`:
+
+```yaml
+  fidi:
+    image: fireflyiii/data-importer:latest
+    container_name: firefly-iii-fidi
+    restart: unless-stopped
+    depends_on:
+      - app
+    environment:
+      - FIREFLY_III_URL=http://app:8080
+      - VANITY_URL=https://firefly.kolpacksoftware.com
+      - FIREFLY_III_ACCESS_TOKEN=${FIDI_ACCESS_TOKEN}
+      - TZ=America/New_York
+    ports:
+      - 8383:8080
+    networks:
+      - internal
+```
+
+- `FIDI_ACCESS_TOKEN`: Generate in Firefly III UI → Profile → OAuth → Personal Access Tokens
+- FIDI runs on internal network only — access via `http://<host-ip>:8383` or add to npm-network if you want a public URL