Automate Multi-Bank Transaction Sync & Reporting with GoCardless & Maybe Finance โ€” n8n ์›Œํฌํ”Œ๋กœ

๋†’์Œ ๋ณต์žก๋„โฐ ์˜ˆ์•ฝ17๊ฐœ์˜ ๋…ธ๋“œ๐Ÿท๏ธ Miscellaneous์ž‘์„ฑ์ž: Giannis Kotsakiachidis

๊ฐœ์š”

๐Ÿฆ GoCardless โ‡„ Maybe Finance โ€” Automatic Multi-Bank Sync & Weekly Overview ๐Ÿ’ธ

Whoโ€™s it for ๐Ÿค” Freelancers, founders, households, and side-hustlers who work with several bank accounts but want one, always-up-to-date budget inside Maybe Financeโ€”no more CSV exports or copy-paste.

How it works / What it does โš™๏ธ Schedule Trigger (cron) fires every Monday ๐Ÿ“…
(switch to Manual Trigger while testing)
Get access token โ€” fresh 24 h GoCardless token ๐Ÿ”‘
Fetch transactions for each account:
Revol

์‚ฌ์šฉ๋œ ๋…ธ๋“œ

HTTP Request

์›Œํฌํ”Œ๋กœ ๋ฏธ๋ฆฌ๋ณด๊ธฐ

Run once - Configuration
After getting the access token, follow the GoCardless s
GoCardless docs: https://developer.gocardles
Set up weekly workflow
After linking the bank accounts, you can request access
GoCardless - Fetch transactions
First we fetch transactions from GoCardless for all ban
Maybe Finance - Create transactions
Combine transactions in one object, call the API recurs
Get Maybe Finance accounts
After creating the respective accounts in Maybe Finance
Get access token
Get Revolut Pro transactโ€ฆ
Get Revolut Personal traโ€ฆ
Get accounts id from Maybe
Step 2 - Get institutionโ€ฆ
Step 5 - Get account id
Create transactions to Mโ€ฆ
M
Merge all transactions iโ€ฆ
R
Resend
E
Extract booked - Revolutโ€ฆ
E
Extract booked - Revolutโ€ฆ
S
Set transactions for Revโ€ฆ
S
Set transactions for Revโ€ฆ
โšก
S
Schedule Trigger
Step 4 - Building link wโ€ฆ
Step 3a - User agreementโ€ฆ
Step 3a - User agreementโ€ฆ
17 nodes11 edges

์ž‘๋™ ์›๋ฆฌ

  1. 1

    ํŠธ๋ฆฌ๊ฑฐ

    ์›Œํฌํ”Œ๋กœ๋Š” ์˜ˆ์•ฝ ํŠธ๋ฆฌ๊ฑฐ๋กœ ์‹œ์ž‘ํ•ฉ๋‹ˆ๋‹ค, ์ •ํ•ด์ง„ ์ผ์ •์— ๋”ฐ๋ผ ์‹คํ–‰.

  2. 2

    ์ฒ˜๋ฆฌ

    ๋ฐ์ดํ„ฐ๊ฐ€ 17๊ฐœ์˜ ๋…ธ๋“œ๋ฅผ ํ†ตํ•ด ํ๋ฆ…๋‹ˆ๋‹ค, connecting httprequest, itemlists, merge.

  3. 3

    ์ถœ๋ ฅ

    ์›Œํฌํ”Œ๋กœ๊ฐ€ ์ž๋™ํ™”๋ฅผ ์™„๋ฃŒํ•˜๊ณ  ๊ตฌ์„ฑ๋œ ๋Œ€์ƒ์— ๊ฒฐ๊ณผ๋ฅผ ์ „๋‹ฌํ•ฉ๋‹ˆ๋‹ค.

๋…ธ๋“œ ์„ธ๋ถ€ ์ •๋ณด (17)

HT

HTTP Request

httpRequest

#1

์ด ์›Œํฌํ”Œ๋กœ ๊ฐ€์ ธ์˜ค๋Š” ๋ฐฉ๋ฒ•

  1. 1์˜ค๋ฅธ์ชฝ์˜ JSON ๋‹ค์šด๋กœ๋“œ ๋ฒ„ํŠผ์„ ํด๋ฆญํ•˜์—ฌ ์›Œํฌํ”Œ๋กœ ํŒŒ์ผ์„ ์ €์žฅํ•ฉ๋‹ˆ๋‹ค.
  2. 2n8n ์ธ์Šคํ„ด์Šค๋ฅผ ์—ด๊ณ  ์›Œํฌํ”Œ๋กœ โ†’ ์ƒˆ๋กœ ๋งŒ๋“ค๊ธฐ โ†’ ํŒŒ์ผ์—์„œ ๊ฐ€์ ธ์˜ค๊ธฐ๋กœ ์ด๋™ํ•ฉ๋‹ˆ๋‹ค.
  3. 3๋‹ค์šด๋กœ๋“œ๋œ automate-multi-bank-transaction-sync-reporting-with-gocardless-maybe-finance ํŒŒ์ผ์„ ์„ ํƒํ•˜๊ณ  ๊ฐ€์ ธ์˜ค๊ธฐ๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  4. 4๊ฐ ์„œ๋น„์Šค ๋…ธ๋“œ์— ๋Œ€ํ•œ ์ž๊ฒฉ ์ฆ๋ช…๏ผˆAPI ํ‚ค, OAuth ๋“ฑ๏ผ‰์„ ์„ค์ •ํ•ฉ๋‹ˆ๋‹ค.
  5. 5์›Œํฌํ”Œ๋กœ ํ…Œ์ŠคํŠธ๋ฅผ ํด๋ฆญํ•˜์—ฌ ๋ชจ๋“  ๊ฒƒ์ด ์ž‘๋™ํ•˜๋Š”์ง€ ํ™•์ธํ•œ ํ›„ ํ™œ์„ฑํ™”ํ•ฉ๋‹ˆ๋‹ค.

๋˜๋Š” n8n โ†’ JSON์—์„œ ๊ฐ€์ ธ์˜ค๊ธฐ์— ์ง์ ‘ ๋ถ™์—ฌ๋„ฃ๊ธฐ:

{ "name": "Automate Multi-Bank Transaction Sync & Reporting with GoCardless & Maybe Finance", "nodes": [...], ...}

ํ†ตํ•ฉ

httprequestitemlistsmergen8n-nodes-resend.resendscheduletriggerset

์ด ์›Œํฌํ”Œ๋กœ ๊ฐ€์ ธ์˜ค๊ธฐ

ํ•œ ๋ฒˆ์˜ ํด๋ฆญ์œผ๋กœ ๋‹ค์šด๋กœ๋“œ ๋ฐ ๊ฐ€์ ธ์˜ค๊ธฐ

JSON ๋‹ค์šด๋กœ๋“œn8n.io์—์„œ ๋ณด๊ธฐ
๋…ธ๋“œ17
๋ณต์žก๋„high
ํŠธ๋ฆฌ๊ฑฐscheduled
์นดํ…Œ๊ณ ๋ฆฌMiscellaneous

์ œ์ž‘์ž

Giannis Kotsakiachidis

Giannis Kotsakiachidis

@gianniskotsas

ํƒœ๊ทธ

httprequestitemlistsmergen8n-nodes-resend.resendscheduletriggerset
โšก

n8n์„ ์ฒ˜์Œ ์‚ฌ์šฉํ•˜์‹œ๋‚˜์š”?

n8n์€ ๋ฌด๋ฃŒ ์˜คํ”ˆ์†Œ์Šค ์›Œํฌํ”Œ๋กœ ์ž๋™ํ™” ๋„๊ตฌ์ž…๋‹ˆ๋‹ค. ์ž์ฒด ํ˜ธ์ŠคํŒ…ํ•˜๊ฑฐ๋‚˜ ํด๋ผ์šฐ๋“œ ๋ฒ„์ „์„ ์‚ฌ์šฉํ•˜์„ธ์š”.

n8n ๋ฌด๋ฃŒ๋กœ ์‹œ์ž‘ํ•˜๊ธฐ โ†’

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