poprhythm
35a6715f01
Documents FIDI + SimpleFIN approach for Capital One and Citi bank import, including OFX Direct Connect option for Citi and the FIDI compose snippet.
66 lines
2.3 KiB
Markdown
66 lines
2.3 KiB
Markdown
# 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
|