PC Financial Mastercard Plugin


This plugin allows you to download and auto-categorize all the available credit-card transactions in your PC Financial Mastercard account.

PC Financial Mastercard statement cycle dropdown

PC Financial Mastercard statement cycle dropdown

It goes through and automatically selects each statement in the “statement cycle” dropdown, and parses that output looking for your credit card transaction details.

Configuration

Under the plugins section of your config file, the following keys are needed for the PC Financial Mastercard plugin:

  • name - Name that is printed on screen (e.g. PC Mastercard).
  • location - Location of the plugin. Set this to ./lib/plugins/PCMastercardPlugin.
  • username - Your PC Financial Mastercard username.
  • password - Your PC Financial Mastercard password.
  • securityAnswer - The security answer to your PC Financial Mastercard security question.
  • ledgerAccountName - The name of the Ledger account you would like to associate these transactions to.
  • ledgerCurrency - The Ledger currency you would like these transactions listed in.

An example configuration one could use with the PC Financial Mastercard plugin might look something like:

plugins:
  - name: 'PC Mastercard'
    location: './lib/plugins/PCMastercardPlugin'
    username: '<pc mastercard username>'
    password: '<pc mastercard password>'
    securityAnswer: '<pc mastercard security answer>'
    ledgerAccountName: 'Liabilities:PC-Mastercard'
    ledgerCurrency: 'CAD '

Caveats

The ledger-reconciler program attempts to save where it left off in order to minimize duplicate transactions. Transactions on the PC Financial Mastercard website are precise up to the day; so hours, minutes, and seconds are not recorded. What this means is that any transactions that come in on the same day after ledger-reconciler is run will not be recorded as ledger-reconciler considers each of these newer transactions as “already processed”.