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

About This Workflow

What This Workflow Does

Automates the synchronization of transactions from multiple banks using GoCardless and Maybe Finance. This workflow enables users to track and consolidate their financial data in one place, providing a comprehensive overview of their financial situation. It also generates a weekly report for a more detailed analysis.

Who Should Use This

This workflow is designed for freelancers, founders, households, and side-hustlers who work with multiple bank accounts and struggle to track their finances across different institutions. It is ideal for individuals who need to monitor their income and expenses efficiently.

Key Features

• Synchronizes transactions from multiple banks using GoCardless and Maybe Finance.
• Consolidates financial data from different institutions into a single platform.
• Generates a weekly report for in-depth analysis and financial planning.
• Enables users to track their income and expenses in real-time.

How to Get Started

To use this workflow, import it into your n8n instance and configure the GoCardless and Maybe Finance integrations by providing your API credentials. Customize the workflow settings to match your banking details and preferences, and start automating your transaction sync and reporting.