A free AI skill that brings your bank transactions into ReInvestWealth. You sign in, your two-step verification stays on, and nothing is added until you approve it.
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Most accounting software gets your bank transactions through a “bank feed”: a company like Plaid connects to your bank and passes your transactions along automatically. Banks don't always allow it.
An outside company connects to your bank for you, so your bank's security rules get in the way.
You sign in to your bank yourself, and the AI copies your transactions into your bookkeeping.
About five minutes, and you can watch every step on your screen.
Ask Claude to run the Bank Transaction Import skill. It opens your bank's website on your screen.
Type your password, or let your password manager fill it in, and enter the code sent to your phone. The AI never sees either one.
It downloads your transaction history from the bank and compares it with what's already recorded in ReInvestWealth.
It shows you the missing transactions. Say yes and it adds just those, double-checks the result, and signs you out of your bank.
These limits are written into the skill's instructions, and anyone can read them on GitHub.
You sign in to your bank yourself. It never types, reads, or saves your password, security answers, or the code sent to your phone. If your password manager fills it in, the password stays hidden.
It can't send money, pay bills, or change anything at your bank. It only reads and downloads your transaction history.
Before it adds a transaction to your bookkeeping, it checks the account, amount, and date against what's already there.
It shows you the transactions it wants to add to your bookkeeping, then waits for your yes. You can let it add them automatically each week if you prefer.
Scammers buy ads that look like bank sign-in pages. It only goes to your bank's real website, never a link from search results.
After each import it tells us only how your bank's website was laid out. Never your transactions, balances, or account numbers.
Open source, MIT licensed. Three steps:
/riw-bank-transaction-importTip: a password manager that auto-fills your bank sign-in makes signing in automatic.
Works best in an assistant that can use your computer, like Claude on desktop. No computer use? Download your transactions from your bank, share the file, and the skill does the rest.
/riw-bank-transaction-importDownload .zipDevelopers: /plugin marketplace add ReInvestWealth/accounting-skills, then /plugin install reinvestwealth-accounting@reinvestwealth. All install options
Open banking means your bank data belongs to you, and you choose which apps get it. This skill works that way today: you sign in to your own bank, on your own computer, and decide which transactions go into your bookkeeping.
Your bank sees you signing in from your usual computer and internet connection, not an outside company signing in for you.
No outside company stays connected to your bank account. When the import is done, it signs you out of your bank.
At your bank, it only reads and downloads your transaction history. It can't send money, pay bills, or change your settings.
If you can see your transactions on your bank's website, it can copy them into your bookkeeping.
30 days free · Cancel anytime
$28 USD/mo
One plan. One tier.
It copies the transactions from your bank's website into your bookkeeping in ReInvestWealth, the accounting software. Your AI assistant opens your bank's website on your computer, you sign in, and it downloads your transactions, finds the ones your bookkeeping doesn't have yet, and adds them once you say yes.
Two-step verification is the extra code your bank sends to your phone when you sign in. Services like Plaid connect to your bank for you, and some banks only allow that if you turn the code off. Turn it back on and your transactions stop coming in. This skill doesn't connect for you. You sign in yourself, on your own computer, so the code stays on.
Yes, for getting your bank transactions into your bookkeeping. Plaid stays connected to your bank all the time. This skill only connects while it runs, with you signing in, so it works even with banks Plaid can't reach. You can also use both: if Plaid already brings in an account's transactions, the skill only fills in what Plaid missed.
Any bank or credit card whose website lets you see and download your transactions, including credit unions and online banks. Some large US banks have started limiting AI assistants on their websites. If yours does, download your transactions yourself, share the file, and the skill does the rest.
No. You sign in to your bank yourself. It never types, reads, or saves your password, security answers, or the code sent to your phone. If your password manager fills in your sign-in, it may click the bank's sign-in button, but it never sees the password.
Almost. If your password manager auto-fills your bank sign-in, the AI can click the sign-in button for you, so you never type your password and it never sees it. If your bank sends a code to your phone, you still enter that yourself. That's what keeps two-step verification on.
No. At your bank it only reads and downloads your transaction history and statements. It can't send money, pay bills, accept offers, or change settings, and it signs you out of your bank when it's done.
No. Before it adds anything, it checks each transaction against your bookkeeping by account, amount, and date, including transactions you deleted on purpose. After adding, it checks again that your records match the bank.
Yes. It finds the transactions that never came in while the connection was down and adds them once you approve. It also lets you know the connection needs fixing, since reconnecting it in ReInvestWealth is what turns the daily updates back on.
As far back as you want. Bank websites usually let you download only the last few months, so for older dates it reads your monthly bank statements, and it checks that each statement adds up exactly before using it.
Yes. After the first import, you can have it run every week: it adds any missing transactions to your bookkeeping and sends you a summary of what it added. Your bank will usually ask you to sign in each time. With a password manager that auto-fills, that's one click, plus the code on your phone if your bank sends one.
A ReInvestWealth account, the ReInvestWealth plugin in Claude or ChatGPT, and an AI assistant that can use your computer, like Claude on desktop. If yours can't, download your transactions from your bank yourself, share the file, and the skill does the rest.
No. It adds transactions to ReInvestWealth, the accounting software. If your bank connection problems are in another app, you can move your bookkeeping, history included, to ReInvestWealth with the free Migrate History skill.
Yes. The skill is free and open source (MIT license). It needs a ReInvestWealth account, which starts with a free trial.
Only how your bank's website was laid out, like where the download button was, so the next import goes smoothly. Never your transactions, balances, account numbers, or anything you typed.
ReInvestWealth is the AI accounting software that keeps your revenue, expenses, and profit current all year. This skill makes sure transactions from every bank make it in.
30 days free · Cancel anytime