A CLI tool for interacting with the Plaid API, inspired by https://github.com/ebridges/plaid2qif and https://github.com/landakram/plaid-cli
First, create a Plaid Developer account on Plaid.
Install the Python package
pip install git+https://github.com/dthigpen/plaid-cli-pythonSetup your Plaid variables by creating a .env file in your working directory or at ~/.plaid-cli-python/.env
PLAID_ENV="development"
PLAID_CLIENT_ID="<your-client-id>"
PLAID_SECRET="<your-secret"Link a financial institution
plaid-cli-python link my-bank
View accounts for a linked institution
$ plaid-cli-python accounts my-bank
type subtype name account_id
---------- --------- -------------- -------------------------------------
depository checking Plaid Checking 7DbD5aGADeILMKMJNJErFvVX3MlxPxF8n9jBN
Add an alias for an item, such as an account-id
plaid-cli-python alias my-bank <long-account-id> chase_checking
View transactions for a given account
$ plaid-cli-python transactions --start 2023-10-08 --end 2023-11-30 --account chase_checking my-bank
date amount name pending
---------- -------- ---------------------- ---------
2023-11-09 6.33 Uber 072515 SF**POOL** False
2023-10-27 5.4 Uber 063015 SF**POOL** False
2023-10-25 -500 United Airlines False
2023-10-24 12 McDonald's False
2023-10-24 4.33 Starbucks False
...
View the same transactions in different formats: table (default), csv, or json.
plaid-cli-python -o csv transactions --start 2023-10-08 --end 2023-11-30 --account chase_checking my-bank
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