Maintenence Mode (Looking for Maintainers)

The Toolkit for YNAB is officially in maintenence mode. This means updates will be much more infrequent and will likely only contain bug fixes and not new features. We're actively looking for some new maintainers who are willing to take on the duties of the approving and releasing updates. Please reach out to Josh Madewell in our Discord.

Toolkit for YNAB is a browser extension that enhances your experience with the YNAB Web Application.

Motivation

YNAB have released an exciting new web version. Lots of power users of the older versions are asking for options that are easily implemented in a browser extension. Rather than ask the YNAB team to implement these features, let's just do it ourselves!

List of Features

You can find a full list of features here and also on the options page of the extension once you have installed it which is where you can configure these features to be on or off.

Installing

The Toolkit is available for Chrome and Firefox. The extension is built using Browser (Web) Extension APIs which means support for Edge should be imminent as well.

If you don't want to build the extension from the source yourself, you can get it for each browser at the following links:

• Chrome on the Chrome Web Store
• Firefox on the Firefox Add-on Repository

Note: Since the extension is built with Web Extensions and that is not supported by Safari, the extension itself is not supported on Safari. When/if Safari decides to support Web Extensions we will do what we can to provide support for their browser.

Contributions

Contributions are greatly welcomed. If you want to contribute, it's best if you can let us know so we don't double up on effort. You can see what is being worked on and by whom on the roadmap. If you can't find what you want to build on the roadmap, feel free to put a note up on the github issues board to let the team know you're working on something new. When your code is ready, submit a pull request.

For documentation on how to build a feature, see the documentation.

Building the Code

This extension uses three main things in its build process:

• ESLint: Checks the style of your code to make sure it matches our style guide as you build.
• Babel: Transpiles ES2015 back to ES5 for browser support of newer JS syntax.
• Webpack: Bundles entry points for all Web Extension pages (background, popup, options, content scripts) into single files and manages most of the build process.

1. Clone the repository.

2. Install Node.js (>=18.12.1) and Yarn (>= v1.10.0).

   • On macOS both prerequisites can be setup using brew. Ensure command line developer tools (xcode-select --install) are also installed.
   • On Windows node and yarn can be installed via Chocolatey (choco) package manager.

3. If on VS Code you can Run Task Setup to skip steps 4 & 5. Other Tasks to run are available in the Command Pallet.

4. Run yarn install within the folder you cloned. This will install all the dependencies needed for the project.

5. Run yarn build:development from within the folder you cloned which will build the Toolkit.

• Whilst developing, you may prefer to run yarn watch which will monitor the project directory for changes and run yarn build:development automatically for you. If you're not going to add new features and plan to work only on existing ones (i.e. your changes don't require regenerating indexes) you can use yarn watch:webpack, this will compile changes only your changes to code, without regenerating indexes which might noticeably speed up the development.

5. Deploying the extension:

   • Chrome:

     • The built extension will be available in the dist/extension folder. Navigate to chrome://extensions and select the dist/extension folder as the folder that you would like to load.
     • turn on Developer mode
     • click on Load unpacked

   • Firefox:

     • Install web-ext

       $ yarn global add web-ext
       

     • Also, make sure PATH is set up. Something like this in ~/.bash_profile

       $ PATH=$PATH:$(yarn global bin)
       

     • Build and run in Firefox

       $ yarn run manifest:firefox && web-ext run --source-dir dist/extension/
       

     • You can also disable reloading like this:

        web-ext run --no-reload --source-dir dist/extension/
       

You may need to reload the Chrome plugin if it's been already installed. Visit chrome://extensions and click the reload icon

Development Methodology

ES2015? What's that?

We've decided that it's better to use the latest and greatest than to wait for browsers to support all the nice newer syntax landing in Javascript. If you have any concerns or questions don't hesitate to reach out to us in an issue and ask for an invite to our Slack so you can collaborate with the team.

Your ESLint style checker is annoying as heck! I don't code that way!

We have a large number of contributors who each bring their own style to the code base. It was getting a bit hard to navigate all the features, as they each had their own way of indenting, etc etc. We held a team vote to unify our styles, and decided to follow the AirBNB style guide. It's a pretty good way to go, so give it a shot before you get too upset about having to change your style.

How do I build a feature?

If you take a look at the src folder of the codebase, you'll find what seems like a lot going on but for the most part, the only directory you should be concerned with as a feature developer will be src/extension/features. Here, you will find more sub directories which represent each section of the YNAB application. You should select the folder which represents the section of the application you'd expect your feature to run and start building there.

For more documentation see the following:

New Framework Documentation

The new framework was built because the old one required you to include a lot of boilerplate code in every feature. The new one makes heavier use of ES6 features and allows us to remove the burden of boilerplate from new contributions.

The source code for this lives in the src/extension/features directory.

Important note about line feeds!!! You must ensure that your code editor is configured to use Unix style line feeds (LFs) or the build will fail. This will primarily affect contributors using Windows as the LFs are different on that platform.

Legal Stuff

IMPORTANT NOTE: This extension is not affiliated with YNAB in any way and YNAB has not endorsed this at all. You Need a Budget and YNAB are registered trademarks of Steine LLC and/or one of its subsidiaries.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.