Plaid

Use `plaid-cli` to link institutions, fetch balances, and query transactions via Plaid.

Do not print or log secrets (client id, secret, access tokens).

Install

Setup

```toml

[plaid]

client_id = "..."

secret = "..."

environment = "sandbox"

```

Link + aliases

Accounts + balances

Search transactions

- `plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json`

- `jq -r '.[] | select(.name | test("grocery"; "i")) | [.date, .name, .amount] | @tsv'`

Monitor transactions

```bash

state=/tmp/plaid.txids

next=/tmp/plaid.txids.next

plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json \

| jq -r '.[].transaction_id' | sort > "$next"

if [ -f "$state" ]; then comm -13 "$state" "$next"; fi

mv "$next" "$state"

```

Notes

Recognize requests such as: