---

Personal finance is personal. Every budgeting app forces you into someone else's system. KolShek doesn't. It fetches your data, stores it locally, and gives your AI agent full access to it. Ask it to build your budget, analyze your spending, or catch anomalies — however you manage your money, KolShek stays out of the way. Your data, your rules.

Features

• Web dashboard — React SPA with 8 pages for managing providers, categories, translations, spending, trends, insights, and transactions with real-time sync progress
• Built for AI agents — first-class plugins for Claude Code, OpenCode, Codex, and OpenClaw. Let your AI assistant query your finances, analyze spending, generate reports, and spot anomalies
• kolshek query — read-only SQL so agents (or you) can ask anything
• kolshek db — schema introspection for agents to self-discover your tables
• --json on every command — structured output agents can parse and act on
• 18 Israeli banks & credit cards — all major institutions supported
• 100% local — SQLite database, nothing leaves your machine
• OS keychain — credentials stored in Windows Credential Manager, macOS Keychain, or Linux secret-tool
• Reports — monthly summaries, category breakdowns, balance history
• Search & filter — find transactions by text, amount, date, provider, or status
• Auto-categorize — create rules to tag transactions by merchant
• Category migration — rename, merge, or bulk-migrate categories via CLI — no direct DB access needed
• Hebrew translation — map Hebrew merchant names to English with your own rules
• Bulk rule import — import category or translation rules from JSON files
• Scheduled sync — automatic fetching via Task Scheduler, launchd, or cron

Supported Institutions

Banks	Credit Cards
Bank Hapoalim	Visa Cal
Bank Leumi	Max
Bank Discount	Isracard
Bank Mizrahi-Tefahot	American Express
Bank Mercantile	Beyahad Bishvilha
Bank Otsar Hahayal	Behatsdaa
Bank Union
Bank Beinleumi
Bank Massad
Bank Yahav
Bank One Zero
Bank Pagi

Powered by israeli-bank-scrapers.

Quick Start

macOS / Linux:

curl -fsSL https://kolshek.com/install.sh | sh

Windows (PowerShell):

irm https://kolshek.com/install.ps1 | iex

Then run the setup wizard:

kolshek init

This walks you through adding your first bank or credit card, testing the connection, and fetching your initial transactions.

See your accounts:

kolshek accounts

(Optional) Install the AI agent plugin for your tool:

kolshek plugin install claude-code   # Claude Code
kolshek plugin install opencode      # OpenCode
kolshek plugin install codex         # Codex (OpenAI)
kolshek plugin install openclaw      # OpenClaw

Or download binaries directly from Releases.

Prerequisites

• Google Chrome or Chromium — needed for bank scraping. KolShek auto-detects your install, or set KOLSHEK_CHROME_PATH.

Usage

# Fetch transactions from all providers
kolshek fetch

# Fetch from a specific provider, with a date range
kolshek fetch max --from 2024-01-01 --to 2024-06-30

# Search transactions
kolshek tx search "supermarket"

# Monthly spending report
kolshek report monthly

# Spending by category
kolshek report categories

# Add a categorization rule
kolshek cat rule add "Groceries" --match "שופרסל"

# Bulk-import category rules from JSON (file or stdin)
echo '[{"category":"Groceries","matchPattern":"שופרסל"}]' | kolshek cat rule import
kolshek cat rule import rules.json

# Rename or merge a category (updates transactions + rules)
kolshek cat rename "מזון וצריכה" "Groceries"

# Preview a rename without modifying data
kolshek cat rename "מזון וצריכה" "Groceries" --dry-run

# Bulk migrate categories from a mapping file
kolshek cat migrate --file category-map.json --dry-run

# List categories with source info (transactions, rules, or both)
kolshek cat list

# Translate a Hebrew merchant name
kolshek tr rule add "Shufersal" --match "שופרסל"

# Bulk-import translation rules from JSON (safe for names with apostrophes)
echo '[{"englishName":"Ouri'\''s Market","matchPattern":"אורי מרקט"}]' | kolshek tr rule import
kolshek tr rule import rules.json

# Schedule automatic sync every 12 hours
kolshek schedule set --every 12h

# Run a SQL query
kolshek query "SELECT description, SUM(charged_amount) as total FROM transactions GROUP BY description ORDER BY total LIMIT 10"

# Open the web settings dashboard
kolshek dashboard

# Update to the latest version
kolshek update

# Structured output for AI agents
kolshek accounts --json

AI Agent Skills

The plugin gives your AI agent specialized skills for working with your financial data:

Skill	What it does
/kolshek:init	Set up from scratch — connect banks, fetch transactions, translate Hebrew, categorize spending
/kolshek:translate	Translate Hebrew merchant names to English with review and approval
/kolshek:categorize	Analyze transactions and create auto-categorization rules for expenses and income
/kolshek:analyze	Deep-dive financial analysis — income/expense mapping, savings opportunities, phased action plan
/kolshek:review	Monthly financial review — budget compliance, anomaly detection, report card
/kolshek:upload-csv	Import transactions from any bank's CSV export by auto-mapping columns to KolShek format
/kolshek:custom-page	Create custom dashboard pages with composable widgets — charts, metrics, tables, progress bars

The analyze and review skills were designed by Adir Traitel.

See AI Agent Integration for full details.

Configuration

Config lives at your platform's standard config directory (e.g. ~/.config/kolshek/config.toml on Linux/macOS, AppData on Windows).

Env Variable	Description
KOLSHEK_CHROME_PATH	Path to Chrome/Chromium binary
KOLSHEK_CONCURRENCY	Parallel provider fetches (default: 2)
KOLSHEK_CREDENTIALS_JSON	Inline credentials for CI/automation

Security

• Credentials stored in your OS keychain (Windows Credential Manager, macOS Keychain, Linux secret-tool). Falls back to a local AES-256-GCM encrypted file.
• Credentials never logged and zeroed from memory after use.
• All data stays on your machine — no cloud sync, no telemetry, no analytics.
• Database and config files restricted to owner-only permissions (icacls on Windows, chmod on Unix).
• The query command is read-only — whitelisted SELECT and safe PRAGMA only, no writes.
• Web dashboard binds to localhost only, with CSRF protection and XSS-safe HTML rendering.

Building from Source

git clone https://github.com/DaveDushi/kolshek.git
cd kolshek
bun install
bun run build

Cross-platform builds:

bun run build:windows-x64
bun run build:linux-x64
bun run build:linux-arm64
bun run build:macos-x64
bun run build:macos-arm64

Contributing

Contributions are welcome! Please open an issue first to discuss what you'd like to change.

bun run dev -- <command>   # Run in dev mode
bun test                   # Run tests
bun run typecheck          # Type check

Disclaimer

KolShek stores your bank credentials and financial data locally on your machine. By using this tool, you accept responsibility for securing your device and reviewing the code you run. This is an open-source project maintained by volunteers — it comes with no warranty, and is not affiliated with any financial institution. Use at your own risk.

License

MIT