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.

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

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

Requirements 📋 n8n 1.33 +
GoCardless app (secret ID & key, live or sandbox)
Maybe Finance account & API key
(Optional) Resend account for email

How to customize ✨ Include pending transactions**: change the Item Lists filter.
Add more banks**: duplicate the “Get … transactions” → “Extract booked” → “Set transactions” path and plug its output into the Merge node.
Different interval**: edit the cron rule in Schedule Trigger.
Disable emails**: just remove or deactivate the Resend node.
Send alerts to Slack / Teams**: branch after the Merge node and add a chat node.

Happy budgeting! 💰