Automate multi-bank transaction sync & reporting with GoCardless & Maybe Finance
# 🏦 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.
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### How it works / What it does ⚙️
1. **Schedule Trigger** (cron) fires every Monday 📅
*(switch to Manual Trigger while testing)*
2. **Get access token** — fresh 24 h GoCardless token 🔑
3. **Fetch transactions** for each account:
- Revolut Pro
- Revolut Personal
- ABN AMRO
*(add extra HTTP Request nodes for any other GoCardless-supported banks)*
4. **Extract booked** — keep only settled items 🗂️
5. **Set transactions …** — map every record to Maybe Finance’s schema 📝
6. **Merge all arrays** into one payload 🔄
7. **Create transactions to Maybe** — POSTs each item via API 🚀
8. **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.
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### How to set up 🛠️
1. **Import** the template into n8n (cloud or self-hosted).
2. **Create credentials**
- GoCardless `secret_id` & `secret_key`
- Maybe Finance API key
- (Optional) Resend API key for email notifications
3. **One-time GoCardless config** (run the blocks on the left):
1. `/token/new/` → obtain token
2. `/institutions` → find institution IDs
3. `/agreements/enduser/` → create agreements
4. `/requisitions/` → get the consent URL & finish bank login
5. `/requisitions/{id}` → copy the GoCardless `account_id`s
4. **Create the same accounts in Maybe Finance** and run the HTTP GET request in the purple frame and copy their `account_id`s.
5. Open each **Set transactions …** node and paste the correct Maybe `account_id`.
6. Adjust the **Schedule Trigger** (e.g. daily, monthly).
7. **Save & activate** 🎉
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### Requirements 📋
- n8n 1.33 +
- GoCardless app (secret ID & key, live or sandbox)
- Maybe Finance account & API key
- (Optional) Resend account for email
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### 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! 💰
