$ cat ~/projects/splitwise-ynab/README.md

Splitwise-YNAB Sync Tool

A Python application that automatically synchronizes Splitwise expenses with your YNAB (You Need A Budget) account. It continuously monitors Splitwise expenses and creates corresponding transactions in YNAB, handling split payments, repayments, and regular expenses intelligently.

Features

Automatic Sync: Continuously monitors Splitwise for new expenses
Smart Transaction Processing: Handles split payments, repayments, and regular expenses
Duplicate Prevention: Avoids creating duplicate transactions
Flexible Configuration: Customizable sync intervals, date ranges, and account mappings
Robust Error Handling: Comprehensive logging and recovery

Setup

Prerequisites

Python 3.7 or higher
Splitwise API key
YNAB Personal Access Token
A dedicated Splitwise account in YNAB
A Splitwise category in YNAB for shared expenses

Installation

Clone the repository
git clone <repository-url> cd Splitwise-YNAB-Integration
Install dependencies
pip install -r requirements.txt
Create a .env file with your configuration
# Required API Keys SW_API_KEY=your_splitwise_api_key_here YNAB_TOKEN=your_ynab_personal_access_token_here # YNAB Configuration YNAB_BUDGET=last-used YNAB_SW_ACCOUNT=Splitwise YNAB_SW_CATEGORY=Splitwise # Sync Settings USER_NAME=your_name SYNC_DAYS=7 POLL_INTERVAL=15 ALLOW_DUPLICATES=false # Logging LOG_LEVEL=INFO

Configuration Options

Variable	Default	Description
`SW_API_KEY`	Required	Your Splitwise API key
`YNAB_TOKEN`	Required	Your YNAB Personal Access Token
`YNAB_BUDGET`	`last-used`	Name of your YNAB budget or `last-used`
`YNAB_SW_ACCOUNT`	`Splitwise`	Name of your Splitwise tracking account in YNAB
`YNAB_SW_CATEGORY`	`Splitwise`	Category for shared expenses
`USER_NAME`	`you`	Your name for transaction memos
`SYNC_DAYS`	`7`	How many days back to check for expenses
`POLL_INTERVAL`	`15`	Minutes between sync cycles
`ALLOW_DUPLICATES`	`false`	Whether to allow duplicate transactions
`LOG_LEVEL`	`INFO`	Logging level (`DEBUG`, `INFO`, `WARNING`, `ERROR`)

Usage

Running the Sync Tool

python splitwise_ynab_sync.py

The tool will:

Connect to both Splitwise and YNAB APIs
Fetch recent expenses from Splitwise
Check for existing transactions in YNAB to avoid duplicates
Process and create new transactions as needed
Sleep for the configured interval and repeat

Transaction Types

Split Payments – When you pay for an expense that's shared with others
- Creates a split transaction with your share (outflow) and others' shares (inflow)
- Others' shares are categorized to your Splitwise category
Repayments – When you pay someone back or settle up
- Creates an outflow transaction categorized to your Splitwise category
Regular Expenses – When someone else pays and you owe money
- Creates an inflow transaction (left uncategorized for you to assign)

API Keys Setup

Splitwise API Key

Visit Splitwise Apps
Register a new application
Copy your Consumer Key (API Key)

YNAB Personal Access Token

Go to YNAB Developer Settings
Generate a new Personal Access Token
Copy the token and add it to your .env

Project Structure

├── splitwise_ynab_sync.py # Main application entry point ├── config.py # Configuration management ├── api_client.py # API client classes for Splitwise and YNAB ├── transaction_processor.py # Expense processing logic ├── requirements.txt # Python dependencies └── .env # Environment configuration (create this)

Contributing

This project was refactored for improved maintainability and clarity. Feel free to submit issues or pull requests for enhancements.

License

This project is open source. Please check the license file for more details.

Links

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