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Web interface to tag and categorise Up Bank transactions one-by-one or in bulk!

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erfanio/up-transaction-tagger

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Up Bank Transactions Web App (Unofficial)

Web app using Up Bank API, currently primarily to allow bulk tagging of transactions. Everything happens in your browser, so a refresh will wipe any loaded transactions.

Access the live version on GitHub Pages! erfanio.github.io/up-transaction-tagger

screenshot

FAQ

What's an API or Perosnal Access Token?

Up Bank provides an interface for third-party applications (such as this one) to read your transactions and add/update categories or tags to them. This is called an application programming interface (API) and your personal access token is a unique identifier that allows applications to access your trasaction data using the API.

You can get your personal access token from api.up.com.au. You can revoke the previous token by generating a new one any time.

I see "Covered from X" or "Forwarded to X" transactions... what gives?

Covers and fowards are transactions under the hood. The Up app hides these transactions under pretty UI but they're still there.

These transactions show up in the API but they don't mark which transaction they're covering. I have an open GitHub issue with Up team to add this feature.

For now, this web app uses heuristics to find likely covers/forwards and displays them a similar UI to the app.

Can I shift select?

YES! The web app supports selecting multiple transactions in a row if you hold the shift key.

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Web interface to tag and categorise Up Bank transactions one-by-one or in bulk!

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