# Automate multi-bank transaction sync & reporting: n8n workflow

> Started by a clock. It calls services over plain HTTP rather than through connectors. 17 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/automate-multi-bank-transaction-sync-and-reporting (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# Automate multi-bank transaction sync & reporting

Started by a clock. It calls services over plain HTTP rather than through connectors. 17 steps: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-multi-bank-transaction-sync-and-reporting)

**17 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 1 Logic 5 Service 11

The steps in the order they run, from what starts it.

- 1 **Get accounts id from Maybe** Http Request *Service*
- 2 **Step 2 - Get institution id** Http Request *Service*
- 3 **Step 5 - Get account id** Http Request *Service*
- 4 **Schedule Trigger** Schedule trigger *Starts it*
- 5 **Step 4 - Building link with Revolut** Http Request *Service*
- 6 **Step 3a - User agreement with first Revolut Account** Http Request *Service*
- 7 **Step 3a - User agreement with second Revolut Account** Http Request *Service*
- 8 **Get access token** Http Request *Service*
- 9 **Get Revolut Personal transactions** Http Request *Service*
- 10 **Get Revolut Pro transactions** Http Request *Service*
- 11 **Extract booked - Revolut Personal** Item Lists *Logic*
- 12 **Extract booked - Revolut Pro** Item Lists *Logic*
- 13 **Set transactions for Revolut Personal** Set *Logic*
- 14 **Set transactions for Revolut Pro** Set *Logic*
- 15 **Merge all transactions in one array** Merge *Logic*
- 16 **Create transactions to Maybe** Http Request *Service*
- 17 **Resend** Resend *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 17
- **Size:** Medium: a working afternoon
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 17 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 17 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-multi-bank-transaction-sync-and-reporting)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

- [**AI based data analysis, data visualization and data report** 17 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-based-data-analysis-data-visualization-and-data-report)
- [**Automate YouTube channel analytics reports to Telegram weekly** 17 steps · Telegram](https://millionrounds.com/workflow/automate-youtube-channel-analytics-reports-to-telegram-weekl)
- [**Automated Nicereply feedback routing to MS Teams** 17 steps](https://millionrounds.com/workflow/automated-nicereply-feedback-routing-to-ms-teams)
- [**Automated PDF report downloader & organizer with Google Drive** 17 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-pdf-report-downloader-and-organizer-with-google-dr)
- [**Correlate mobile crash reports with GitHub and Claude** 17 steps · Slack](https://millionrounds.com/workflow/correlate-mobile-crash-reports-with-github-and-claude)
- [**Generate your GitLab year-in-review wrapped report** 17 steps](https://millionrounds.com/workflow/generate-your-gitlab-year-in-review-wrapped-report)