net-worth-calculator

See all your financial account totals from the CLI using Plaid's bank APIs.

Motivation

Do you have a note keeping track of your financials? Is it taking valuable time out of your day to keep this updated? Well look no further, net-worth-calculator is a clean and minimalistic CLI tool to visualize all of your updated account totals with the press of a button.

Example

Steps

1. Create a Plaid account and Development environment at https://plaid.com. A Dev environment is free and gives you access to up to 100 banking accounts, which is more than enough for the average Joe.
2. Use your new Dev client_id and secret key with Plaid's Quickstart app, found at https://plaid.com/docs/quickstart/. Clone the app and follow along with the video to use Plaid Link (the client-side component) to search for and connect to one of your banking accounts. More info at https://plaid.com/docs/link/.
3. When you're done connecting to your bank, you'll get back a public token. Input this token in public_token_exchange() to generate a persistent access token for that account. You can then use this access token to start making calls against Plaid's banking APIs (i.e. for this program to function properly).
4. Repeat steps 2 and 3 to retrieve access tokens for all of your desired banking accounts.
5. Populate these tokens in main.py, and change all other necessary credentials. See lines marked with #TODO.
6. Happy banking :)