Automate multi-bank transaction sync & reporting with GoCardless & Maybe Finance

🏦 GoCardless ⇄ Maybe Finance — Automatic Multi-Bank Sync & Weekly Overview 💸

Who’s it for 🤔 Freelancers, founders, households, and side-hustlers who work with several bank accounts but want one, always-up-to-date budget inside Maybe Finance—no more CSV exports or copy-paste.

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How it works / What it does ⚙️ 1. Schedule Trigger (cron) fires every Monday 📅 (switch to Manual Trigger while testing) 2. Get access token — fresh 24 h GoCardless token 🔑 3. Fetch transactions for each account: - Revolut Pro - Revolut Personal - ABN AMRO (add extra HTTP Request nodes for any other GoCardless-supported banks) 4. Extract booked — keep only settled items 🗂️ 5. Set transactions … — map every record to Maybe Finance’s schema 📝 6. Merge all arrays into one payload 🔄 7. Create transactions to Maybe — POSTs each item via API 🚀 8. Resend Email — sends you a “Weekly transactions overview” 📧

All done in a single run — your Maybe dashboard is refreshed and you get an inbox alert.

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How to set up 🛠️ 1. Import the template into n8n (cloud or self-hosted). 2. Create credentials - GoCardless secretid & secretkey - Maybe Finance API key - (Optional) Resend API key for email notifications 3. One-time GoCardless config (run the blocks on the left): 1. /token/new/ → obtain token 2. /institutions → find institution IDs 3. /agreements/enduser/ → create agreements 4. /requisitions/ → get the consent URL & finish bank login 5. /requisitions/{id} → copy the GoCardless accountids 4. Create the same accounts in Maybe Finance and run the HTTP GET request in the purple frame and copy their accountids. 5. Open each Set transactions … node and paste the correct Maybe accountid. 6. Adjust the Schedule Trigger (e.g. daily, monthly). 7. Save & activate 🎉

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