Tangerine Banking Plugin

This plugin allows you to download and auto-categorize all the available banking transactions in your Tangerine Banking account.

It parses all the transactions in the specified sub-account from the last 12 months and inputs that information into Ledger.

Configuration

Under the plugins section of your config file, the following keys are needed for the Tangerine Banking plugin:

• name - Name that is printed on screen (e.g. Tangerine Banking - Chequing).
• location - Location of the plugin. Set this to ./lib/plugins/TangerineBankingPlugin.
• username - Your Tangerine client number, card number, or username.
• bankingWebsitePin - Your Tangering website PIN.
• accountNumber - The account number listed on your Tangerine banking portal. The parser will go through and retrieve all the transactions within the last 12 months from this account. e.g. 123456789.
• securityQuestions - A list of all the security questions and answers associated with your Tangerine account. See the example below on how to format this list.
• 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.

Full Tangerine Banking configuration example:

plugins:
  - name: 'Tangerine Banking - Chequing'
    location: './lib/plugins/TangerineBankingPlugin'
    username: '11122233'
    bankingWebsitePin: '123456'
    accountNumber: '123456789'
    securityQuestions:
      - question: 'Who won the super bowl last year'
        answer: 'Raptors'
      - question: 'Pick a number between one and 100'
        answer: 'Blue'
    ledgerAccountName: 'Assets:TangerineChequing'
    ledgerCurrency: 'CAD '

Caveats

The ledger-reconciler program attempts to save where it left off in order to minimize duplicate transactions. Transactions on the Tangerine Banking 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”.