# Quick Start Guide

## Installation

1. **Dependencies already installed:**
   - `ynab` (2.1.0) - YNAB API SDK
   - `pyyaml` (6.0.3) - YAML parsing

2. **Virtual environment active** in `.venv/`

## Configuration

Update `ynab.yml` with your YNAB credentials:

```yaml
ynab:
  - token: "your_actual_ynab_api_token"
    plan_id: "your_budget_plan_id"
    accounts:
        - name: "Credit Card"
          id: "account_uuid"
```

Get your credentials from: https://app.youneedabudget.com/settings/developer

## Quick Examples

### Extract Wells Fargo Transactions

```bash
# Display in console
python main.py --input posted.dat

# Save to file
python main.py --input posted.dat --output extracted.json

# Process and save transactions
python example_usage.py
```

**Output:** `processed_transactions.json` with 179 sample transactions

### Fetch YNAB Transactions

```bash
python ynab_example.py
```

**Output:** `ynab_transactions.json` with transactions from past 30 days

### Reconcile Both Sources

```bash
python reconcile.py
```

**Output:** `reconciliation_report.json` comparing both datasets

## Module Quick Reference

| Task | Module | Method |
|------|--------|--------|
| Extract WF payload | `wf_debit_extractor.py` | `WellsFargoPayloadExtractor().extract_from_file()` |
| Process WF transactions | `transaction_processor.py` | `TransactionProcessor().extract_transactions()` |
| Fetch YNAB transactions | `ynab_client.py` | `YNABClient().get_transactions_for_days()` |
| Reconcile both | `reconcile.py` | `reconcile_transactions()` |

## Common Code Patterns

### Get Wells Fargo Transactions
```python
from wf_debit_extractor import WellsFargoPayloadExtractor
from transaction_processor import TransactionProcessor

extractor = WellsFargoPayloadExtractor()
payloads = extractor.extract_from_file("posted.dat")

processor = TransactionProcessor()
transactions = processor.extract_transactions(payloads)

for txn in transactions:
    print(f"{txn['id']}: ${txn['transaction_amount_cents']/100:.2f}")
```

### Get YNAB Transactions
```python
from ynab_client import YNABClient

client = YNABClient("ynab.yml")
transactions = client.get_transactions_for_days(days=30)

for txn in transactions:
    print(f"{txn['date']}: {txn['payee_name']} ${txn['amount_milliCurrency']/1000:.2f}")
```

### Full Reconciliation
```python
from reconcile import reconcile_transactions

report = reconcile_transactions()
print(f"WF: {report['transaction_count_wf']} transactions")
print(f"YNAB: {report['transaction_count_ynab']} transactions")
```

## File Locations

- **Input:** `posted.dat` (Wells Fargo HAR export)
- **Config:** `ynab.yml` (YNAB credentials)
- **Output:**
  - `extracted.json` - Raw WF payloads
  - `processed_transactions.json` - Processed WF transactions
  - `ynab_transactions.json` - YNAB transactions
  - `reconciliation_report.json` - Comparison report

## Troubleshooting

**YNAB Authorization Error:**
- Verify token in `ynab.yml` is correct
- Check token hasn't expired
- Ensure token has budget access

**Wells Fargo Extraction Returns 0 Objects:**
- Verify `posted.dat` contains `/*WellFargoProprietary%...%WellFargoProprietary*/`
- Check file is valid JSON

**Import Errors:**
- Activate venv: `.venv\Scripts\Activate.ps1`
- Reinstall deps: `pip install ynab pyyaml`

## Documentation

See detailed docs in:
- `README.md` - Full project documentation
- `PROJECT_SUMMARY.md` - Module reference
- `YNAB_MODULE.md` - YNAB client details
- Module docstrings - Inline documentation

## Next Steps

1. Update `ynab.yml` with real credentials
2. Run `python example_usage.py` to test WF extraction
3. Run `python ynab_example.py` to test YNAB connection
4. Run `python reconcile.py` to generate comparison report