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Automatic bank account sync v1.0.0

Use this resource to connect bank accounts to import transactions automatically

New

  • 371 downloads
  • 171 likes
  • 118 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install bank-account-sync-plaid

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent guides you through connecting bank accounts with Plaid Link, then checks imported transactions for duplicates. New transactions are categorized automatically. You get a bank feed that updates without manual CSV exports.

Mostly picked by

Updated November 2, 2026

Card for the “Automatic bank account sync” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: Plaid Link connection steps
  • SKILL.md: duplicate checks and monthly manual export fallback

Good fit for

  • You enter your statements by hand and want to stop
  • You have a Wilson Pro license and several bank accounts

Not for

    Tags

    • banking
    • plaid
    • sync
    • transactions

    About

    You say

    “Connect my checking account and my card to import transactions every day.”

    Card for the “Automatic bank account sync” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to connect bank accounts to import transactions automatically
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.1 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/shared/bank-sync
    Licence
    MIT

    Notice

    « bank-sync » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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