![]() Three keys to understand how does it work You can find the id in the URL of the page. Value: The id of the page you duplicated in step 4. Once you have duplicated the template, click on More options > Add connections > Select your connection you created in step 1. In User Capabilities, you can select No user information as no user information will be needed.ĭuplicate the Joxi template and add it to your Notion workspace. Make sure to select: Read content, Update content and Insert content. Go to Notion’s Integration page and create a new integration. If no custom end user agreement is created, default terms will be applied. Use this step only if you want to specify other than default end user agreement terms: 90 days of transaction history, 90 days of account access period and full scope of information (details, balances, transactions). ![]() ![]() If you have create an agreement manually, make sure to change agreement.Create a new requisitions using Nordigen’s UI: Change the institution_id with the one you copied in step 1.īuild the link.Make sure to allow balances, details and transactions in access_scope for better results.This step is optional Create a new agreement using Nordigen’s UI: If you don’t find your bank, make sure to also search with payments_enabled set to true. Search for your bank in Nordigen’s UI and copy the institution_id.You are free to use any other method to create the agreements. This guide will show you how to create an agreement with a bank using Nordigen’s UI. You have to do this steps every time you want to connect to a new bank. Add a name and allow all the IPs.Ĭreate two new environmental variables or new repository secret(if you are using GitHub Action): Go to User secrets and click in New Secret Key. Duh.īefore you start, please fork this repository. A bank account or wallet to fetch the data from.□ Open source - Joxi is open source and you can contribute to it.You don’t need to write any code to use it. □□ No code - Joxi is a no-code solution.□ Multi-bank - Joxi supports multiple banks and crypto wallets.□ Data in Notion - Joxi creates a well-structured database Notion with all your transactions and accounts.□ Automatic - Joxi comes with a GitHub Action that can run everyday.You can run this code in a GitHub Action, which can run everyday and update your Notion database. An automatic personal finance tracker for your banks and crypto.
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