Fetches accounts and their transaction details from the Yodlee MoneyCenter (moneycenter.yodlee.com).
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The strings returned by Yodlee::Account#{last_updated,next_update} can be parsed with Chronic (chronic.rubyforge.org), if a timestamp is needed.
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Raises exceptions when exceptional things happen. These are scenarios where the connection probably needs to be re-instantiated with the correct details after prompting the user or some external source for more complete login or account details.
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Does not handle lists containing bill pay accounts
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Does not handle cases where the session has timed out. To avoid this, use the instantiated objects in short durations. Don’t leave them hanging around.
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Add support for investment holdings
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Update account transactions / polling
require 'rubygems' require 'yodlee' # Create some credentials to login with. cred = Yodlee::Credentials.new cred.username = 'bob' cred.password = 'weak' # The word the remote system stores and shows back to you to prove # they really are Yodlee. cred.expectation = 'roflcopter' # An array of questions and answers. Yodlee expects you to answer # three of thirty defined in Yodlee::Credentials::QUESTIONS. cred.answers = [[Yodlee::Credentials::QUESTIONS[1], "The Queen"], [...]] # That's enough credentials. Create a connection. conn = Yodlee::Connection.new(cred) # Connect, and get an account list. conn.accounts.each do |account| puts account.institute_name, account.name, account.current_balance # grab a handy list of transactions. Parseable as CSV. puts account.simple_transactions # Next line needs johnson. # p account.transactions # take a look in account.account_info for a hash of useful stuff. # available keys vary by account type and institute. end # Should look something like this: First Bank of Excess Checking $123.45 [...some csv...] First Bank of Mattress Savings $1,234.56 [...more csv!...]
mechanize, nokogiri.
Optional dependency on johnson (github.com/jbarnette/johnson)
sudo gem install aasmith-yodlee --source http://gems.github.com
Copyright © 2009 Andrew A. Smith <[email protected]>
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