actualplaid

Setup

NOTE: The default PLAID_ENV is development if you're using a sandbox for testing purposes, please set an the env variable PLAID_ENV to sandbox. Read more on the Plaid doc site

• yarn global add actualplaid-cli or npm install -g actualplaid-cli
• Create plaid developer account and collect client id/secret keys
• Open Actual Budget desktop app
• Run setup: ACTUAL_BUDGET_ID=My-Finances-12345 PLAID_CLIENT_ID=my-client-id PLAID_SECRET=my-secret-key actualplaid setup
  • Alternatively, export these environment variables before running actualplaid
• Login to banks you would like to sync
• Switch back to CLI and map to accounts in Actual Budget
• Run import: ACTUAL_BUDGET_ID=My-Finances-12345 PLAID_CLIENT_ID=my-client-id PLAID_SECRET=my-secret-key actualplaid import

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

  Examples
    $ actualplaid import --account="My Checking" --since="2020-05-28"

Environment Variables

Variable	Required	Default	Example	Needed by
ACTUAL_BUDGET_ID	true	---	My-Finances-12345	Actual Budget API
APP_PORT	false	3000	3000	Plaid Linking
PLAID_CLIENT_ID	true	---	5817346120sd7bfd1691vfh7	Plaid
PLAID_SECRET	true	---	8f5cd6729h0v5d247vc190ddcs4l2a	Plaid
PLAID_ENV	false	development	sandbox	Plaid
PLAID_PRODUCTS	false	transactions	transactions,auth,identity,income	Plaid
PLAID_COUNTRY_CODES	false	US	US,CA,IR	Plaid