Actualize 💸

Actualize is a lightweight Python synchronization bridge that connects your bank accounts (via Enable Banking) directly to your Actual Budget instance.

Automate your financial tracking without sacrificing privacy. Actualize pulls your real-time bank data and pushes it directly into Actual Budget, eliminating manual CSV exports forever.

✨ Features

Python-Powered: Built with actualpy and enablebanking_sdk for maximum flexibility.
Automated Sync: Fetch transactions from hundreds of banks via Enable Banking's Open Banking API.
Privacy First: Local-first architecture. Your credentials and transaction data stay on your machine.
Smart Deduplication: Uses Actual Budget's internal reconciliation logic to prevent double entries.
Headless & Scalable: Perfect for running on a Raspberry Pi, home server, or as a scheduled GitHub Action.

🚀 Getting Started

Prerequisites

Python 3.9+
An Enable Banking developer account and API keys.
A running instance of Actual Budget.

Installation

Clone the repository:

git clone https://github.com/yourusername/actualize.git
cd actualize

Create a virtual environment & install dependencies:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
pip install actualpy enablebanking_sdk python-dotenv

Configure environment variables: Create a .env file in the root directory:

# Enable Banking Credentials
EB_CLIENT_ID=your_client_id
EB_CLIENT_SECRET=your_client_secret

# Actual Budget Configuration
ACTUAL_SERVER_URL=https://your-actual-server.com
ACTUAL_PASSWORD=your_server_password
ACTUAL_BUDGET_ID=your_sync_id
ACTUAL_ENCRYPTION_PASSWORD=your_optional_encryption_pwd

🛠 Usage

Authentication: Run the initial auth script to link your bank accounts and generate tokens.
```
python authenticate.py
```
Sync: Run the sync script to pull transactions and push them to Actual.
```
python sync.py
```

📦 Tech Stack

Actual Budget API: actualpy
Bank Integration: enablebanking-python-sdk
Environment Management: python-dotenv

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

Disclaimer: This project is not officially affiliated with Actual Budget or Enable Banking.

2.7 KiB Raw Blame History