Quickstart
Install the BankSync CLI, log in with an API key, list your banks, and pull transactions in under a minute.
2 min read
From zero to transactions in your terminal in about a minute. This assumes you have already installed the CLI.
Get running
Create an API key
In the BankSync app, open Settings > Developers and create a key. Copy thebsk_secret when it is shown, because it appears only once. See the API keys guide for scopes and expiration.Log in
Store the key for the CLI. It is validated against your workspace before it is saved.List your banks
Confirm the key works and see your connected institutions.Pull transactions
List transactions for a bank, resolving the bank by name or id.Pipe to a tool
Because output is JSON when piped, the CLI drops straight into jq, scripts, and agents.
1. Log in#
banksync login --api-key bsk_your_api_key_hereThe CLI calls whoami to validate the key, then saves it to an encrypted file for future commands. You will not need to pass --api-key again on this machine.
Logged in to Acme Inc (profile: default).2. List your banks#
banksync banks listOn a terminal you get an aligned table with a status column:
ID NAME SOURCE TYPE STATUSbnk_a1b2 Chase plaid personal ● activebnk_c3d4 Amex plaid personal ● activebnk_e5f6 CommBank fiskil personal ◐ syncing
3 banks · workspace acme3. Pull transactions#
Reference a bank by its id, or by name (partial names resolve):
banksync transactions list --bank amextransactions list has a short alias, tx, and accepts a date range:
banksync tx list --bank amex --from 2026-01-01 --to 2026-03-314. Pipe to jq#
When stdout is not a terminal, the CLI emits its stable JSON envelope automatically, so pipelines just work with no flag:
banksync tx list --bank amex | jq '.data[] | {date, description, amount}'You can also ask for JSON explicitly with --json (or -o json):
banksync banks list --json | jq '.data | length'Everything is discoverable from the terminal
Run banksync --help for the full command tree, banksync <command> --help for a command's flags and examples, and banksync commands --json for a machine-readable catalog. You never have to leave the shell to find your way around.
Where to go next#
Authentication
API keys, the BANKSYNC_API_KEY env var, profiles, and where credentials are stored.
Read more
Output formats
Tables for humans, JSON and NDJSON for machines, plus --fields and --sort.
Read more
Syncing and jobs
Trigger syncs, watch them to completion, and inspect job history. Read more
Connecting banks
Link a new bank through the web app and wait for it to appear. Read more
Use this page with your AI assistant
Every BankSync doc is available as plain Markdown for agents and LLMs.