Get transactions

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Template request | Bug report​
Tags: #plaid #bank #transactions #snippet #finance #dataframe
Author: Martin Donadieu​
Input
Install packages
pip install plaid-python
Create account here :
https://plaid.com/
Import libraries
import os
import plaid
import naas
import IPython.core.display
import uuid
import json
Config your variables
PLAID_CLIENT_ID = "*************" 
PLAID_SECRET = "*************" 
PLAID_ENV = 'sandbox'
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PLAID_PRODUCTS = ['transactions']
PLAID_COUNTRY_CODES = ['FR']
start_transaction = "2020-09-01"
end_transaction = "2020-10-01"
Model
Connect to plaid
client = plaid.Client(client_id=PLAID_CLIENT_ID,
                      secret=PLAID_SECRET,
                      environment=PLAID_ENV)
def create_link_token():
    response = client.LinkToken.create(
      {
        'user': {
          # This should correspond to a unique id for the current user.
          'client_user_id': 'user-id',
        },
        'client_name': "Plaid Quickstart",
        'products': PLAID_PRODUCTS,
        'country_codes': PLAID_COUNTRY_CODES,
        'language': "en",
        'redirect_uri': None,
      }
    )
    return response
token = create_link_token()
token
Use Naas callback to get the plaid OAuth token
cb_url = naas.callback.add()
Select Bank connection
uid = uuid.uuid4().hex
iframe = """
<head>
  <script src="https://cdn.plaid.com/link/v2/stable/link-initialize.js"></script>
</head>
<script>
const handler_{uid} = Plaid.create({
  token: '{GENERATED_LINK_TOKEN}',
  onSuccess: (public_token, metadata) => {
        const xhr = new XMLHttpRequest();
        xhr.open("POST", "{CALLBACK_URL}", true);
        xhr.setRequestHeader('Content-Type', 'application/json');
        xhr.send(JSON.stringify({
            public_token: public_token
        }));
  }
});
handler_{uid}.open();
</script>
"""
iframe = iframe.replace('{uid}', uid)
iframe = iframe.replace('{CALLBACK_URL}', cb_url.get('url'))
iframe = iframe.replace('{GENERATED_LINK_TOKEN}', token.get('link_token'))
IPython.core.display.display(IPython.core.display.HTML(iframe))
Get back plaid token
cb_data = naas.callback.get(cb_url.get('uuid'))
cb_data = json.loads(cb_data)
public_token = cb_data.get("public_token")
public_token
Exange token
exchange_response = client.Item.public_token.exchange(public_token)
access_token = exchange_response['access_token']
item_id = exchange_response['item_id']
Output
Show transactions
response = client.Transactions.get(access_token,
                                   start_date=start_transaction,
                                   end_date=end_transaction)
transactions = response['transactions']
​
while len(transactions) < response['total_transactions']:
    response = client.Transactions.get(access_token,
                                       start_date=start,
                                       end_date=end,
                                       offset=len(transactions)
                                      )
    transactions.extend(response['transactions'])
transaction_df = pd.DataFrame.from_records(transactions)
transaction_df
Save as csv
transaction_df.to_csv('transactions.csv')
If you need more data check the api doc
https://plaid.com/docs/
Plaid
Get accounts
Last modified 1mo ago