sync_simplefin
Sync live accounts, balances, and transactions from SimpleFIN to your local database with incremental updates or a configurable lookback period.
Instructions
Pull live accounts, balances, and transactions from SimpleFIN into the DB.
Reads SIMPLEFIN_ACCESS_URL from the finances .env at runtime (never returned). Read-only against SimpleFIN; idempotent upsert by transaction id. When start_date is omitted, incremental=true resumes from the last synced transactions (cheap for a daily run); otherwise it pulls lookback_days (SimpleFIN caps the window at 90 days). Returns counts and any warnings.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | No | ||
| end_date | No | ||
| lookback_days | No | ||
| incremental | No | ||
| db_path | No |