Plaid to Beancount Converter

This is a simple Python application that downloads transactions from Plaid, stores them in a SQLite database using Peewee ORM, and outputs them in Beancount format.

Requirements

• Python 3.6 or higher
• Plaid API credentials
• Django
• Beancount

Installation

1. Clone this repository.
2. Install the required Python packages using pip:

pip install -r requirements.txt

Usage

Set your Plaid API credentials in the script: PLAID_CLIENT_ID = 'your_plaid_client_id' PLAID_SECRET = 'your_plaid_secret' PLAID_PUBLIC_KEY = 'your_plaid_public_key' PLAID_ENV = 'sandbox' # or 'production'

Please replace 'your_plaid_client_id', 'your_plaid_secret', and 'your_plaid_public_key' with your actual Plaid API credentials. Also, adjust the PLAID_ENV as per your environment.

Because I started this project as a migration for plaid2text, Configure account matching in your beancount file.

Run the script:

python manage.py runserver

You can access the web app at http://localhost:8000/transactions

By default, the script will download transactions from the Plaid API, store them in a SQLite database, and print them in Beancount format.

Options

The script accepts the following command-line arguments:

• --sync-all-transactions: Download all transactions from the Plaid API and store them in the SQLite database.
• --output-transactions: Print all transactions in Beancount format.
• --from-date: Only include transactions from this date onwards.
• --to-date: Only include transactions up to this date.
• --root-file: Beancount root file, used to lookup metadata for account matching

License

This project is licensed under the MIT License.