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tink-ab/tink-money-manager-ios
Give your customers tools and personalised insights to better control their financial lives with Tink Money Manager iOS SDK.
.package(url: "https://github.com/tink-ab/tink-money-manager-ios.git", from: "0.17.0")

Platform Languages CocoaPods Swift Package Manager

Tink Money Manager for iOS

Prerequisites

  1. Follow the getting started guide to set up your Tink account.
  2. Get an access token with the scopes required for the features you intend to use.

Requirements

  • iOS 11.0
  • Xcode 11.4

Installation

Swift Package Manager

  1. Follow these instructions to link a target to a package product.

  2. Enter this URL https://github.com/tink-ab/tink-money-manager-ios when asked for a package repository.

  3. When Xcode is done resolving tink-money-manager-ios and asks you to choose package products, select TinkMoneyManagerUI.

Using CocoaPods

Refer to their guide for usage and installation instructions.

  1. Add TinkMoneyManagerUI to your Podfile.

    pod "TinkMoneyManagerUI"
    
  2. Run pod install in your project directory.

  3. Open your .xcworkspace file to see the project in Xcode.

Manual Installation

Drag the TinkMoneyManagerUI.xcframework and TinkCore.xcframework into the Frameworks, Libraries, and Embedded Content section on your application targets’ General tab.

You should now be able to import TinkMoneyManagerUI within your project.

Fetching data

The SDK needs a valid access token for a specific user to function correctly. Since the SDK does not handle any type of authentication, this needs to be done by your backend. See this link for more info on how this is done. Once you have an access token you pass it on to your Tink instance.

Tink.shared.userSession = .accessToken(<#T##String#>)

Displaying the Finance Overview

Create a FinanceOverviewViewController and provide which features should be displayed. The FinanceOverviewViewController is designed to be used in a navigation controller so you need to embed it in one.

let financeOverviewViewController = FinanceOverviewViewController(features: [.statistics([.expenses, .income]), .accounts, .latestTransactions])
let navigationController = UINavigationController(rootViewController: financeOverviewViewController)
// Present or add to a UITabBarController for instance.  

Refreshing access tokens

User access tokens expire after a set amount of time. You can keep your user logged in by exchanging your refresh token for a new access token (see Tink docs) and updating the Tink instance you use. If needed you can also refresh the statistics, accounts, and latest transactions:

Tink.shared.userSession = .accessToken(<#String#>)
Tink.shared.refresh()

Customization

To configure colors, font or icons you update the Appearance.provider. This needs to be done before initializing the FinanceOverviewViewController or any of the other view controllers provided by this SDK.

Colors

Color Description
background Color for the main background of the interface.
secondaryBackground Color for content layered on top of the main background.
groupedBackground Color for the main background of grouped interface components.
secondaryGroupedBackground Color for content layered on top of the main background of grouped interface components.
label Primary text color.
secondaryLabel Secondary text color.
separator Color for separators.
accent Colors for buttons, indicators and other similar elements.
expenses Color to represent expenses.
income Color to represent income.
transfers Color to represent transfers.
uncategorized Color representing uncategorized transactions.
warning Color representing a warning.
let colorProvider = ColorProvider()
colorProvider.accent = <#UIColor#>
colorProvider.expenses = <#UIColor#>
colorProvider.income = <#UIColor#>
colorProvider.transfers = <#UIColor#>
colorProvider.uncategorized = <#UIColor#>
Appearance.provider.colors = colorProvider

Icons

You can decide if you want to change all icons or just some icons. It is also possible to customize the icons background corner radiuses with categoryIconBackgroundCornerRadiusFactor. This can be set with a factor from 0.0 to 1.0 where 0.0 results in a square shape and 1.0 , which is the default value, makes a circle.

Themes

You can configure colors, font and icons by providing the SDK with a ColorProviding , IconProviding and FontProviding type respectively. The SDK also provides a AppearanceProvider type that can be used to easily customize the views.

let colorProvider = ColorProvider()
let fontProvider = FontProvider()
let iconProvider = IconProvider()
colorProvider.accent = <#UIColor#>
colorProvider.expenses = <#UIColor#>
colorProvider.income = <#UIColor#>
colorProvider.transfers = <#UIColor#>
colorProvider.uncategorized = <#UIColor#>
fontProvider.lightFont = <#UIFont#>
fontProvider.regularFont = <#UIFont#>
fontProvider.semiBoldFont = <#UIFont#>
fontProvider.boldFont = <#UIFont#>
iconProvider.wellness = <#UIImage#>
iconProvider.house = <#UIImage#>
iconProvider.entertainment = <#UIImage#>
iconProvider.shopping = <#UIImage#>
iconProvider.categoryIconBackgroundCornerRadiusFactor = <#CGFloat#>

Appearance.provider = AppearanceProvider(colors: colorProvider, fonts: fontProvder, icons: iconProvider)

Caching

The SDK will cache fetched data in memory. If the user logs out, you need to reset the cache to make sure there won't be any cached data presented to the wrong user.

Tink.shared.resetCache()

Localization

Numerical and time-based information such as transaction amounts and dates are formatted with the locale settings set by the current user in the system Settings app.

Since some user-facing text is sent from the Tink API we recommend you to set the locale of the Tink user model to match the user's preference for a consistent user experience.

User-facing text in the SDK are in English by default. To add translations for other locales, refer to the Localizable Strings guide.

Additional requirements

Locking screen orientation

View controllers from the SDK should always be displayed in a portrait orientation since they currently do not support landscape orientations. If presented in a landscape orientation, it will cause unexpected results and a suboptimal user experience. Disable other orientations than portrait by either overriding supportedInterfaceOrientations in the view controller that presents the view controller you're using from the SDK.

override var supportedInterfaceOrientations: UIInterfaceOrientationMask {
    return .portrait
}

Or by disabling all Device Orientations except Portrait in the Deployment Info section on your application targets’ General tab.

Example

This example project shows how to setup and use the FinanceOverviewViewController in your app.

Documentation

For more detailed usage and full documentation, please refer to our guide.

Tink

Tink was founded in 2012 with the aim of changing the banking industry for the better. We have built Europe’s most robust open banking platform – with the broadest, deepest connectivity and powerful services that create value out of the financial data.

Support

👋 We are continuously working on improving the developer experience of our API offering. Contact us for support, questions or suggestions.

GitHub

link
Stars: 0
Last commit: 2 days ago

Release Notes

Tink Money Manager iOS 0.17.0
2 days ago
  • Added a new improving categorization level feature. Read more about it here.
    • Added the improveCategorizationLevel feature on the finance overview.
      • Support using predicate on improveCategorizationLevel feature to control visibility on finance overview.
    • Support using improveCategorizationLevelViewController directly with transactionIDs or transactions to improve categorization.
      • Added a fetchTransactionsToImproveCategorization function in Tink instance for fetching transactions to improve categories.
  • Added source and destination account number to initiate transfer actionable insight delegate.
  • Added support for new actionable insight type SPENDING_BY_PRIMARY_CATEGORY_INCREASED.
  • Fixed insights counting issue on finance overview.

Swiftpack is being maintained by Petr Pavlik | @ptrpavlik | @swiftpackco