- Clone this repo!
- Install dependencies:
npm ci
- Create plaid developer account and collect client id/secret keys
- Copy
.sample.env
to.env
and fill in the blanks - Open Actual Budget desktop app
- Run
setup
:node index.js setup
- Login to banks you would like to sync
- Switch back to CLI and map to accounts in Actual Budget
- Run
import
:node index.js import
, this will import all transactions (from the past 2 years) to Actual
The intial transaction import does not have a starting balance, so you will need to manually add that to Actual Budget.
You need to manually create the accounts inside Actual, and then map them to the accounts you setup in Plaid.
Pending transactions give an error, so you will need to wait until they are posted to import them.
Usage
$ actualplaid <command> <flags>
Commands & Options
setup Link bank accounts with your Actual Budget accounts via Plai
ls List currently syncing accounts
import Sync bank accounts to Actual Budget
--account, -a The account to import, ex: --account="My Checking"
--since, -s The start date after which transactions should be imported. Defaults to beginning of current month, format: yyyy-MM-dd, ex: --since=2020-05-28
config Print the location of actualplaid the config file
--version Print the version of actualplaid being used
Options for all commands
--user, -u Specify the user to load configs for
Examples
$ actualplaid import --account="My Checking" --since="2020-05-28"