Package transaction

type ClearingStatus string

ClearingStatus represents the clearing status of a transaction

const (
    // ClearingStatusUncleared identifies an uncleared transaction
    ClearingStatusUncleared ClearingStatus = "uncleared"
    // ClearingStatusCleared identifies a cleared transaction
    ClearingStatusCleared ClearingStatus = "cleared"
    // ClearingStatusReconciled identifies a reconciled transaction
    ClearingStatusReconciled ClearingStatus = "reconciled"
)

type Filter ¶ Uses

type Filter struct {
    Since *api.Date
    Type  *Status
}

Filter represents the optional filter while fetching transactions

func (*Filter) ToQuery ¶ Uses

func (f *Filter) ToQuery() string

ToQuery returns the filters as a HTTP query string

type FlagColor ¶ Uses

type FlagColor string

FlagColor represents the flag color of a transaction

const (
    // FlagColorRed identifies a transaction flagged red
    FlagColorRed FlagColor = "red"
    // FlagColorOrange identifies a transaction flagged orange
    FlagColorOrange FlagColor = "orange"
    // FlagColorYellow identifies a transaction flagged yellow
    FlagColorYellow FlagColor = "yellow"
    // FlagColorGreen identifies a transaction flagged green
    FlagColorGreen FlagColor = "green"
    // FlagColorBlue identifies a transaction flagged blue
    FlagColorBlue FlagColor = "blue"
    // FlagColorPurple identifies a transaction flagged purple
    FlagColorPurple FlagColor = "purple"
)

type Hybrid ¶ Uses

type Hybrid struct {
    ID   string   `json:"id"`
    Date api.Date `json:"date"`
    // Amount Transaction amount in milliunits format
    Amount      int64          `json:"amount"`
    Cleared     ClearingStatus `json:"cleared"`
    Approved    bool           `json:"approved"`
    AccountID   string         `json:"account_id"`
    AccountName string         `json:"account_name"`
    // Deleted Deleted transactions will only be included in delta requests
    Deleted bool `json:"deleted"`
    Type    Type `json:"type"`

    Memo              *string    `json:"memo"`
    FlagColor         *FlagColor `json:"flag_color"`
    PayeeID           *string    `json:"payee_id"`
    CategoryID        *string    `json:"category_id"`
    TransferAccountID *string    `json:"transfer_account_id"`
    // ImportID If the Transaction was imported, this field is a unique (by account) import
    // identifier. If this transaction was imported through File Based Import or
    // Direct Import and not through the API, the import_id will have the format:
    // 'YNAB:[milliunit_amount]:[iso_date]:[occurrence]'. For example, a transaction
    // dated 2015-12-30 in the amount of -$294.23 USD would have an import_id of
    // 'YNAB:-294230:2015-12-30:1’. If a second transaction on the same account
    // was imported and had the same date and same amount, its import_id would
    // be 'YNAB:-294230:2015-12-30:2’.
    ImportID *string `json:"import_id"`
    // ParentTransactionID For subtransaction types, this is the id of the parent transaction
    // For transaction types, this id will be always be null
    ParentTransactionID *string `json:"parent_transaction_id"`
    PayeeName           *string `json:"payee_name"`
    CategoryName        *string `json:"category_name"`
}

Hybrid represents a hybrid transaction

type OperationSummary ¶ Uses

type OperationSummary struct {
    // TransactionIDs The list of Transaction IDs that were created
    TransactionIDs []string `json:"transaction_ids"`
    // DuplicateImportIDs If any Transactions were not created because they had an
    // import ID matching a transaction already on the same account, the
    // specified import IDs will be included in this list
    DuplicateImportIDs []string `json:"duplicate_import_ids"`
    // Transactions If multiple transactions were specified, the transactions that were saved
    Transactions []*Transaction `json:"transactions"`
    // Transactions If a single transaction was specified, the transaction that was saved
    Transaction *Transaction `json:"transaction"`
}

OperationSummary represents the output of transactions being created

type PayloadTransaction ¶ Uses

type PayloadTransaction struct {
    AccountID string   `json:"account_id"`
    Date      api.Date `json:"date"`
    // Amount The transaction amount in milliunits format
    Amount   int64          `json:"amount"`
    Cleared  ClearingStatus `json:"cleared"`
    Approved bool           `json:"approved"`

    // PayeeID Transfer payees are not permitted and will be ignored if supplied
    PayeeID *string `json:"payee_id"`
    // PayeeName If the payee name is provided and payee ID has a null value, the
    // payee name value will be used to resolve the payee by either (1) a matching
    // payee rename rule (only if import_id is also specified) or (2) a payee with
    // the same name or (3) creation of a new payee
    PayeeName *string `json:"payee_name"`
    // CategoryID Split and Credit Card Payment categories are not permitted and
    // will be ignored if supplied.
    CategoryID *string    `json:"category_id"`
    Memo       *string    `json:"memo"`
    FlagColor  *FlagColor `json:"flag_color"`
    // ImportID If the Transaction was imported, this field is a unique (by account) import
    // identifier. If this transaction was imported through File Based Import or
    // Direct Import and not through the API, the import_id will have the format:
    // 'YNAB:[milliunit_amount]:[iso_date]:[occurrence]'. For example, a transaction
    // dated 2015-12-30 in the amount of -$294.23 USD would have an import_id of
    // 'YNAB:-294230:2015-12-30:1’. If a second transaction on the same account
    // was imported and had the same date and same amount, its import_id would
    // be 'YNAB:-294230:2015-12-30:2’.
    ImportID *string `json:"import_id"`
}

PayloadTransaction is the payload contract for saving a transaction, new or existent

type Scheduled ¶ Uses

type Scheduled struct {
    ID        string             `json:"id"`
    DateFirst api.Date           `json:"date_first"`
    DateNext  api.Date           `json:"date_next"`
    Frequency ScheduledFrequency `json:"frequency"`
    // Amount The scheduled transaction amount in milliunits format
    Amount    int64  `json:"amount"`
    AccountID string `json:"account_id"`
    // Deleted Deleted scheduled transactions will only be included in delta requests.
    Deleted         bool                       `json:"deleted"`
    AccountName     string                     `json:"account_name"`
    SubTransactions []*ScheduledSubTransaction `json:"subtransactions"`

    Memo       *string    `json:"memo"`
    FlagColor  *FlagColor `json:"flag_color"`
    PayeeID    *string    `json:"payee_id"`
    CategoryID *string    `json:"category_id"`
    // TransferAccountID If a transfer, the account_id which the scheduled
    // transaction transfers to
    TransferAccountID *string `json:"transfer_account_id"`
    PayeeName         *string `json:"payee_name"`
    CategoryName      *string `json:"category_name"`
}

Scheduled represents a scheduled transaction for a budget

type ScheduledFrequency ¶ Uses

type ScheduledFrequency string

ScheduledFrequency represents the frequency of a scheduled transaction or sub-transaction

const (
    // FrequencyNever identifies a transaction that will never repeat
    FrequencyNever ScheduledFrequency = "never"
    // FrequencyDaily identifies a transaction that will repeat daily
    FrequencyDaily ScheduledFrequency = "daily"
    // FrequencyWeekly identifies a transaction that will repeat weekly
    FrequencyWeekly ScheduledFrequency = "weekly"
    // FrequencyEveryOtherWeek identifies a transaction that will repeat
    // every other week
    FrequencyEveryOtherWeek ScheduledFrequency = "everyOtherWeek"
    // FrequencyTwiceAMonth identifies a transaction that will repeat
    // twice a month
    FrequencyTwiceAMonth ScheduledFrequency = "twiceAMonth"
    // FrequencyEveryFourWeeks identifies a transaction that will repeat
    // every four weeks
    FrequencyEveryFourWeeks ScheduledFrequency = "every4Weeks"
    // FrequencyMonthly identifies a transaction that will repeat monthly
    FrequencyMonthly ScheduledFrequency = "monthly"
    // FrequencyEveryOtherMonth identifies a transaction that will repeat
    // every other month
    FrequencyEveryOtherMonth ScheduledFrequency = "everyOtherMonth"
    // FrequencyEveryThreeMonths identifies a transaction that will repeat
    // every three months
    FrequencyEveryThreeMonths ScheduledFrequency = "every3Months"
    // FrequencyEveryFourMonths identifies a transaction that will repeat
    // every four months
    FrequencyEveryFourMonths ScheduledFrequency = "every4Months"
    // FrequencyTwiceAYear identifies a transaction that will repeat
    // twice a year
    FrequencyTwiceAYear ScheduledFrequency = "twiceAYear"
    // FrequencyYearly identifies a transaction that will repeat yearly
    FrequencyYearly ScheduledFrequency = "yearly"
    // FrequencyEveryOtherYear identifies a transaction that will repeat
    // every other year
    FrequencyEveryOtherYear ScheduledFrequency = "everyOtherYear"
)

type ScheduledSubTransaction ¶ Uses

type ScheduledSubTransaction struct {
    ID                     string `json:"id"`
    ScheduledTransactionID string `json:"scheduled_transaction_id"`
    // Amount The scheduled sub-transaction amount in milliunits format
    Amount int64 `json:"amount"`
    // Deleted Deleted scheduled sub-transactions will only be included in delta requests
    Deleted bool `json:"deleted"`

    Memo       *string `json:"memo"`
    PayeeID    *string `json:"payee_id"`
    CategoryID *string `json:"category_id"`
    // TransferAccountID If a transfer, the account_id which the scheduled
    // subtransaction transfers to
    TransferAccountID *string `json:"transfer_account_id"`
}

ScheduledSubTransaction represents a scheduled sub-transaction for a scheduled transaction

type ScheduledSummary ¶ Uses

type ScheduledSummary struct {
    ID        string             `json:"id"`
    DateFirst api.Date           `json:"date_first"`
    DateNext  api.Date           `json:"date_next"`
    Frequency ScheduledFrequency `json:"frequency"`
    // Amount The scheduled transaction amount in milliunits format
    Amount    int64  `json:"amount"`
    AccountID string `json:"account_id"`
    // Deleted Deleted scheduled transactions will only be included in delta requests.
    Deleted bool `json:"deleted"`

    Memo       *string    `json:"memo"`
    FlagColor  *FlagColor `json:"flag_color"`
    PayeeID    *string    `json:"payee_id"`
    CategoryID *string    `json:"category_id"`
    // TransferAccountID If a transfer, the account_id which the scheduled
    // transaction transfers to
    TransferAccountID *string `json:"transfer_account_id"`
}

ScheduledSummary represents the summary of a scheduled transaction for a budget

type Service ¶ Uses

type Service struct {
    // contains filtered or unexported fields
}

Service wraps YNAB transaction API endpoints

func NewService ¶ Uses

func NewService(c api.ClientReaderWriter) *Service

NewService facilitates the creation of a new transaction service instance

func (*Service) BulkCreateTransactions ¶ Uses

func (s *Service) BulkCreateTransactions(budgetID string,
    ps []PayloadTransaction) (*Bulk, error)

BulkCreateTransactions creates multiple transactions for a budget https://api.youneedabudget.com/v1#/Transactions/bulkCreateTransactions Deprecated: Use transaction.CreateTransactions instead.

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
p := []transaction.PayloadTransaction{
    {
        AccountID: "<valid_account_id>",
        // ...
    },
    {
        AccountID: "<another_valid_account_id>",
        // ...
    },
}
bulk, _ := c.Transaction().BulkCreateTransactions("<valid_budget_id>", p)
fmt.Println(reflect.TypeOf(bulk))

Output:

*transaction.Bulk

func (*Service) CreateTransaction ¶ Uses

func (s *Service) CreateTransaction(budgetID string,
    p PayloadTransaction) (*OperationSummary, error)

CreateTransaction creates a new transaction for a budget https://api.youneedabudget.com/v1#/Transactions/createTransaction

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
p := transaction.PayloadTransaction{
    AccountID: "<valid_account_id>",
    // ...
}
tx, _ := c.Transaction().CreateTransaction("<valid_budget_id>", p)
fmt.Println(reflect.TypeOf(tx))

Output:

*transaction.OperationSummary

func (*Service) CreateTransactions ¶ Uses

func (s *Service) CreateTransactions(budgetID string,
    p []PayloadTransaction) (*OperationSummary, error)

CreateTransactions creates one or more new transactions for a budget https://api.youneedabudget.com/v1#/Transactions/createTransaction

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
p := []transaction.PayloadTransaction{
    {
        AccountID: "<valid_account_id>",
        // ...
    },
}
tx, _ := c.Transaction().CreateTransactions("<valid_budget_id>", p)
fmt.Println(reflect.TypeOf(tx))

Output:

*transaction.OperationSummary

func (*Service) GetScheduledTransaction ¶ Uses

func (s *Service) GetScheduledTransaction(budgetID, scheduledTransactionID string) (*Scheduled, error)

GetScheduledTransaction fetches a specific scheduled transaction from a budget https://api.youneedabudget.com/v1#/Scheduled_Transactions/getScheduledTransactionById

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
tx, _ := c.Transaction().GetScheduledTransaction("<valid_budget_id>",
    "<valid_scheduled_transaction_id>")
fmt.Println(reflect.TypeOf(tx))

Output:

*transaction.Scheduled

func (*Service) GetScheduledTransactions ¶ Uses

func (s *Service) GetScheduledTransactions(budgetID string) ([]*Scheduled, error)

GetScheduledTransactions fetches the list of scheduled transactions from a budget https://api.youneedabudget.com/v1#/Scheduled_Transactions/getScheduledTransactions

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
transactions, _ := c.Transaction().GetScheduledTransactions("<valid_budget_id>")
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Scheduled

func (*Service) GetTransaction ¶ Uses

func (s *Service) GetTransaction(budgetID, transactionID string) (*Transaction, error)

GetTransaction fetches a specific transaction from a budget https://api.youneedabudget.com/v1#/Transactions/getTransactionsById

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
tx, _ := c.Transaction().GetTransaction("<valid_budget_id>",
    "<valid_transaction_id>")
fmt.Println(reflect.TypeOf(tx))

Output:

*transaction.Transaction

func (*Service) GetTransactions ¶ Uses

func (s *Service) GetTransactions(budgetID string, f *Filter) ([]*Transaction, error)

GetTransactions fetches the list of transactions from a budget with filtering capabilities https://api.youneedabudget.com/v1#/Transactions/getTransactions

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
transactions, _ := c.Transaction().GetTransactions("<valid_budget_id>", nil)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Transaction

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
date, _ := api.DateFromString("2010-09-09")
f := &transaction.Filter{
    Since: &date,
    Type:  transaction.StatusUnapproved.Pointer(),
}
transactions, _ := c.Transaction().GetTransactions("<valid_budget_id>", f)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Transaction

func (*Service) GetTransactionsByAccount ¶ Uses

func (s *Service) GetTransactionsByAccount(budgetID, accountID string,
    f *Filter) ([]*Transaction, error)

GetTransactionsByAccount fetches the list of transactions of a specific account from a budget with filtering capabilities https://api.youneedabudget.com/v1#/Transactions/getTransactionsByAccount

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
transactions, _ := c.Transaction().GetTransactionsByAccount(
    "<valid_budget_id>", "<valid_account_id>", nil)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Transaction

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
date, _ := api.DateFromString("2010-09-09")
f := &transaction.Filter{
    Since: &date,
    Type:  transaction.StatusUnapproved.Pointer(),
}
transactions, _ := c.Transaction().GetTransactionsByAccount(
    "<valid_budget_id>", "<valid_account_id>", f)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Transaction

func (*Service) GetTransactionsByCategory ¶ Uses

func (s *Service) GetTransactionsByCategory(budgetID, categoryID string,
    f *Filter) ([]*Hybrid, error)

GetTransactionsByCategory fetches the list of transactions of a specific category from a budget with filtering capabilities https://api.youneedabudget.com/v1#/Transactions/getTransactionsByCategory

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
transactions, _ := c.Transaction().GetTransactionsByCategory(
    "<valid_budget_id>", "<valid_category_id>", nil)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Hybrid

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
date, _ := api.DateFromString("2010-09-09")
f := &transaction.Filter{
    Since: &date,
    Type:  transaction.StatusUnapproved.Pointer(),
}
transactions, _ := c.Transaction().GetTransactionsByCategory(
    "<valid_budget_id>", "<valid_category_id>", f)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Hybrid

func (*Service) GetTransactionsByPayee ¶ Uses

func (s *Service) GetTransactionsByPayee(budgetID, payeeID string,
    f *Filter) ([]*Hybrid, error)

GetTransactionsByPayee fetches the list of transactions of a specific payee from a budget with filtering capabilities https://api.youneedabudget.com/v1#/Transactions/getTransactionsByPayee

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
transactions, _ := c.Transaction().GetTransactionsByPayee(
    "<valid_budget_id>", "<valid_payee_id>", nil)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Hybrid

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
date, _ := api.DateFromString("2010-09-09")
f := &transaction.Filter{
    Since: &date,
    Type:  transaction.StatusUnapproved.Pointer(),
}
transactions, _ := c.Transaction().GetTransactionsByPayee(
    "<valid_budget_id>", "<valid_payee_id>", f)
fmt.Println(reflect.TypeOf(transactions))

Output:

[]*transaction.Hybrid

func (*Service) UpdateTransaction ¶ Uses

func (s *Service) UpdateTransaction(budgetID, transactionID string,
    p PayloadTransaction) (*Transaction, error)

UpdateTransaction updates a whole transaction for a replacement https://api.youneedabudget.com/v1#/Transactions/updateTransaction

Code:

c := ynab.NewClient("<valid_ynab_access_token>")
p := transaction.PayloadTransaction{
    AccountID: "<valid_account_id>",
    // ...
}
tx, _ := c.Transaction().UpdateTransaction("<valid_budget_id>",
    "<valid_transaction_id>", p)
fmt.Println(reflect.TypeOf(tx))

Output:

*transaction.Transaction

func (*Service) UpdateTransactions ¶ Uses

func (s *Service) UpdateTransactions(budgetID string,
    p []PayloadTransaction) (*OperationSummary, error)

UpdateTransactions creates one or more new transactions for a budget https://api.youneedabudget.com/v1#/Transactions/updateTransactions

type Status ¶ Uses

type Status string

Status represents the type of a transaction

const (
    // StatusUncategorized identifies an uncategorized transaction
    StatusUncategorized Status = "uncategorized"
    // StatusUnapproved identifies an unapproved transaction
    StatusUnapproved Status = "unapproved"
)

func (Status) Pointer ¶ Uses

func (s Status) Pointer() *Status

Pointer returns the pointer of a Status

type SubTransaction ¶ Uses

type SubTransaction struct {
    ID            string `json:"id"`
    TransactionID string `json:"transaction_id"`
    // Amount sub-transaction amount in milliunits format
    Amount int64 `json:"amount"`
    // Deleted Deleted sub-transactions will only be included in delta requests.
    Deleted bool `json:"deleted"`

    Memo       *string `json:"memo"`
    PayeeID    *string `json:"payee_id"`
    CategoryID *string `json:"category_id"`
    // TransferAccountID If a transfer, the account_id which the
    // sub-transaction transfers to
    TransferAccountID *string `json:"transfer_account_id"`
}

SubTransaction represents a sub-transaction for a transaction

type Summary ¶ Uses

type Summary struct {
    ID   string   `json:"id"`
    Date api.Date `json:"date"`
    // Amount Transaction amount in milliunits format
    Amount    int64          `json:"amount"`
    Cleared   ClearingStatus `json:"cleared"`
    Approved  bool           `json:"approved"`
    AccountID string         `json:"account_id"`
    // Deleted Deleted transactions will only be included in delta requests
    Deleted bool `json:"deleted"`

    Memo              *string    `json:"memo"`
    FlagColor         *FlagColor `json:"flag_color"`
    PayeeID           *string    `json:"payee_id"`
    CategoryID        *string    `json:"category_id"`
    TransferAccountID *string    `json:"transfer_account_id"`

    // ImportID If the Transaction was imported, this field is a unique (by account) import
    // identifier. If this transaction was imported through File Based Import or
    // Direct Import and not through the API, the import_id will have the format:
    // 'YNAB:[milliunit_amount]:[iso_date]:[occurrence]'. For example, a transaction
    // dated 2015-12-30 in the amount of -$294.23 USD would have an import_id of
    // 'YNAB:-294230:2015-12-30:1’. If a second transaction on the same account
    // was imported and had the same date and same amount, its import_id would
    // be 'YNAB:-294230:2015-12-30:2’.
    ImportID *string `json:"import_id"`
}

Summary represents the summary of a transaction for a budget

type Transaction ¶ Uses

type Transaction struct {
    ID   string   `json:"id"`
    Date api.Date `json:"date"`
    // Amount Transaction amount in milliunits format
    Amount    int64          `json:"amount"`
    Cleared   ClearingStatus `json:"cleared"`
    Approved  bool           `json:"approved"`
    AccountID string         `json:"account_id"`
    // Deleted Deleted transactions will only be included in delta requests
    Deleted         bool              `json:"deleted"`
    AccountName     string            `json:"account_name"`
    SubTransactions []*SubTransaction `json:"subtransactions"`

    Memo              *string    `json:"memo"`
    FlagColor         *FlagColor `json:"flag_color"`
    PayeeID           *string    `json:"payee_id"`
    CategoryID        *string    `json:"category_id"`
    TransferAccountID *string    `json:"transfer_account_id"`
    // ImportID If the Transaction was imported, this field is a unique (by account) import
    // identifier. If this transaction was imported through File Based Import or
    // Direct Import and not through the API, the import_id will have the format:
    // 'YNAB:[milliunit_amount]:[iso_date]:[occurrence]'. For example, a transaction
    // dated 2015-12-30 in the amount of -$294.23 USD would have an import_id of
    // 'YNAB:-294230:2015-12-30:1’. If a second transaction on the same account
    // was imported and had the same date and same amount, its import_id would
    // be 'YNAB:-294230:2015-12-30:2’.
    ImportID     *string `json:"import_id"`
    PayeeName    *string `json:"payee_name"`
    CategoryName *string `json:"category_name"`
}

Transaction represents a full transaction for a budget

type Type ¶ Uses

type Type string

Type represents the type of a hybrid transaction