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1 institution connected

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Wire up banks, cards, ecommerce, and email. The more sources, the better the picture.
Upload
CSV import
Most banks export a CSV with Date, Description, Amount (or Debit/Credit). Works for checking, savings, credit cards, PayPal, Venmo. Duplicates are deduped by hash.
Upload · LLM
PDF bank statement
Local Ollama
Drop in any bank's monthly PDF statement. The local LLM extracts a structured transaction list - no per-bank parser required. Stays on this machine. Image-only/scanned PDFs need OCR (coming later).
Single PDF or a ZIP of PDFs. Local LLM parses everything - nothing leaves your machine. Scanned image PDFs require OCR (not supported yet).
SimpleFIN
Bank link ($1.50/mo or $15/yr)
Recommended
Personal-use bank aggregator covering most US banks. Cheapest real-bank option. No API keys needed - just paste a Setup Token from the SimpleFIN Bridge.
Get a token at beta-bridge.simplefin.org → connect your banks → click "Setup Token". Token is one-time use; we exchange it for a long-lived access URL stored encrypted in your local DB.
Plaid
Bank Link (free dev tier)
Not configured
Set PLAID_CLIENT_ID and PLAID_SECRET in .env to enable. Free at dashboard.plaid.com (use development env for free real banks).
Gmail
Receipt sync
Opt-in
Scans for order confirmations (Amazon, DoorDash, Uber, Apple, Lyft, Instacart, Etsy, Stripe-powered services). Sign-in does NOT request Gmail access - you have to opt in here.
Not connectedReceipt scanning is off until you authorize Gmail read access.
Re-authorizes your Google account with the additional gmail.readonly scope. Astroledger only reads - never modifies - your inbox, and only fetches messages matching receipt-shaped queries.
PayPal
REST API
Business only
Get keys at developer.paypal.com → Apps & Credentials → create a REST app. Requires a PayPal Business account with Transaction Search enabled on the app (Personal accounts can't use this API - use CSV import instead). Credentials are validated, then encrypted in your local DB.
Amazon
Order history
Request your data at amazon.com/gp/privacycentral → "Your Orders". Upload the Retail.OrderHistory CSV here to tie items to charges.
Upload Amazon's Your Orders.zip straight from Privacy Central → Request my data → Your Orders, or extract Your Amazon Orders/Order History.csv and upload that directly. Legacy Retail.OrderHistory.csv still works.
Quicken family
.OFX / .QFX / .QBO / .QIF
Most banks offer "Download for Quicken/QuickBooks" - that's an OFX-family file (.qfx, .ofx, or QuickBooks Web Connect .qbo) Astroledger parses directly. Quicken Desktop users: File → Export → QIF (include all accounts). A multi-account QIF brings over every account at once - checking, savings, credit, loans, AND investment accounts (securities, share lots, dividends, price history → holdings with FIFO cost basis). Quicken's .QDF binary itself isn't readable; export to QIF first.
Email archive
Upload .eml / .mbox / .zip
Bring your own email archive - works with Outlook, Proton, Fastmail, Apple Mail, Google Takeout, etc. without granting any provider live read access. Parses receipts the same way Gmail sync does.
Accepts a single .eml, a .mbox file (e.g. Google Takeout, Mac Mail export), or a.zip containing any combination. Uses the same per-merchant parsers as Gmail sync (Amazon, DoorDash, Uber, Apple, Lyft, Instacart, Etsy, Stripe-powered, etc). Max 200 MB.
Live connections
Connected institutions
Plaid and SimpleFIN can pull new transactions on a schedule. Click Refreshto pull now, or wire up automatic syncs by pointing a scheduler (Task Scheduler, cron, GitHub Actions) at POST /api/cron/sync with your CRON_SECRET. The badge on each row shows when it last synced and whether credentials are still good.
No live connections yet - link a bank via Plaid or paste a SimpleFIN setup token above.
One-time · file imports
Imported files
CSV, QIF, and PDF imports are snapshots - they don't sync. To pick up new activity, import a fresh export, or migrate the account to a live source (Plaid / SimpleFIN) above.
Demo Bank
4 accounts · 755 transactions
manual
Everyday Checking, High-Yield Savings, Cashback Card, Index Brokerage
one-time import