Automate Multi-Bank Transaction Sync & Reporting with GoCardless & Maybe Finance — n8n 工作流

复杂度 定时17 个节点🏷️ Miscellaneous作者:Giannis Kotsakiachidis

概览

🏦 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.

How it works / What it does ⚙️ Schedule Trigger (cron) fires every Monday 📅
(switch to Manual Trigger while testing)
Get access token — fresh 24 h GoCardless token 🔑
Fetch transactions for each account:
Revol

使用的节点

HTTP Request

工作流预览

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 transact…
Get Revolut Personal tra…
Get accounts id from Maybe
Step 2 - Get institution…
Step 5 - Get account id
Create transactions to M…
M
Merge all transactions i…
R
Resend
E
Extract booked - Revolut…
E
Extract booked - Revolut…
S
Set transactions for Rev…
S
Set transactions for Rev…
S
Schedule Trigger
Step 4 - Building link w…
Step 3a - User agreement…
Step 3a - User agreement…
17 nodes11 edges

工作原理

  1. 1

    触发器

    工作流由 定时 触发器启动,按预定计划运行。

  2. 2

    处理

    数据流经 17 个节点, connecting httprequest, itemlists, merge。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (17)

HT

HTTP Request

httpRequest

#1

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例,依次点击 工作流 → 新建 → 从文件导入
  3. 3选择下载的 automate-multi-bank-transaction-sync-reporting-with-gocardless-maybe-finance 文件并点击导入。
  4. 4为每个服务节点配置 凭证(API 密钥、OAuth 等)。
  5. 5点击 测试工作流 验证一切正常,然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴:

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

集成

httprequestitemlistsmergen8n-nodes-resend.resendscheduletriggerset

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点17
复杂度high
触发器scheduled

创建者

Giannis Kotsakiachidis

Giannis Kotsakiachidis

@gianniskotsas

标签

httprequestitemlistsmergen8n-nodes-resend.resendscheduletriggerset

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