actualplaid's Introduction

actualplaid

Setup

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

Some things worth noting

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.

Commands

  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"

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