Meet FinanceKit

5:38 - Check if financial data is available

// Check if financial data is available

import FinanceKit

let available = FinanceStore.isDataAvailable(
    .financialData
)

guard available else {
    // No meaningful action can be performed
    return
}

8:08 - Present the transaction picker

// Present the transaction picker

import SwiftUI
import FinanceKit
import FinanceKitUI

struct TransactionSelector: View {
  @State private var selectedItems: [FinanceKit.Transaction] = []

  var body: some View {
    if FinanceStore.isDataAvailable(.financialData) {
      TransactionPicker(selection: $selectedItems) {
        Text("Show Transaction Picker")
      }
    }
}

12:16 - Requesting authorization for financial data

// Requesting authorization for financial data

import FinanceKit

let store = FinanceStore.shared

guard store.isDataAvailable(for: .financialData) else {
    // No meaningful action can be performed
    return
}

let authStatus = await store.requestAuthorization()

guard authStatus == .authorized else {
    // User did not grant access to financial data, stop here
    return
}

15:24 - Simple query to retrieve all Apple accounts

// Simple query to retrieve all Apple accounts

let store = FinanceStore.shared

let sortDescriptor = SortDescriptor(\Account.displayName)

let predicate = #Predicate<Account> { account in
   account.institutionName == "Apple"
}

let query = AccountQuery(
   sortDescriptors: [sortDescriptor],
   predicate: predicate
)

let accounts : [Account] = try await store.accounts(query: query)

18:12 - Get latest 7 available balances for account

// Get latest 7 available balances for account

func getBalances(account: Account) async throws -> [AccountBalance] {

    let sortDescriptor = SortDescriptor(\AccountBalance.asOfDate, order: .reverse)

    let predicate = #Predicate<AccountBalance> { balance in
        balance.available != nil &&
        balance.accountId == account.id
    }

    let query = AccountBalanceQuery(
        sortDescriptors: [sortDescriptor],
        predicate: predicate,
        limit: 7
    )
    return try await store.accountBalances(query: query).reversed()
}

20:27 - Retrieve all the transaction history for an account

// Retrieve all the transaction history for an account

import FinanceKit

let store = FinanceStore.shared
let account: Account = ...

let transactionSequence = store.transactionHistory(
    forAccountID: account.id
)

for try await change in transactionSequence {
    processChanges(change.inserted, change.updated, change.deleted)
}

21:04 - Use the history token to resume queries

// Use the history token to resume queries

import FinanceKit

let store = FinanceStore.shared
let account: Account = ...
let currentToken = loadToken()

let transactionSequence = store.transactionHistory(
    forAccountID: account.id,
    since: currentToken
)

for try await change in transactionSequence {
    processChanges(change.inserted, change.updated, change.deleted)
    persist(token: change.newToken)
}

21:41 - Non monitoring resumable queries

import FinanceKit

let store = FinanceStore.shared
let account: Account = ...
let currentToken = loadToken()

let transactionSequence = store.transactionHistory(
    forAccountID: account.id,
    since: currentToken,
    isMonitoring: false
)

for try await change in transactionSequence {
    processChanges(change.inserted, change.updated, change.deleted)
    persist(token: change.newToken)
}