Quick Start Guide

How to Install ShekelSync

Get up and running in under 2 minutes. Follow these simple steps to connect your Israeli bank accounts and start managing your finances.

Download for Your Operating System

Use the latest stable build from GitHub Releases.

Release info will appear here soon

Windows

Installer not published yet

 

Open releases

macOS

Installer not published yet

 

Open releases

Linux

Installer not published yet

 

Open releases

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1

Download & Install

Download ShekelSync for your operating system. The app is available for Windows, macOS, and Linux.

  • Visit the download page and choose your OS
  • Run the installer — no admin rights needed
  • The app opens automatically after installation
2

Register with Email

Create your account using just your email address. Registration is free — no credit card required.

  • Enter your email address
  • Choose a secure password
  • Your account activates instantly
3

Connect Your Bank

Navigate to the sidebar and click "Add Account". Select your Israeli bank or credit card company from the list.

  • Click "Add Account" in the sidebar
  • Select your bank (Leumi, Hapoalim, Discount, etc.)
  • Enter your bank credentials securely
  • Credentials are encrypted at rest locally; during sync they are used to sign in directly to your bank/card provider
4

Watch Your Data Flow In

The sync runs automatically. Watch as your transactions, balances, and investment data populate in real-time.

  • Transactions appear as the sync progresses
  • Categories are auto-assigned by AI
  • Your dashboard fills up with real data
  • Add more accounts anytime
5

Explore Your Dashboard

Your financial picture is ready. See income vs expenses, your health score, investment portfolio, and AI-powered insights — all on one screen.

  • Summary cards show income, expenses, and net position
  • Financial Health Score rates your overall wellness
  • Sankey diagram shows money flow from sources to categories
  • Set up automatic sync to keep data fresh
Pro Tips

Enable Auto-Sync

Go to Settings and enable automatic background sync so your data stays fresh without lifting a finger.

Set Up Categories

Create automatic rules for recurring merchants. The app will categorize future transactions from them automatically.

Try the AI Chatbot

Click the chat button and ask questions like "What are my top 3 expenses this month?" — in plain language.

Security Model

Security Assumptions & Shared Responsibility

This is a local-first desktop app. The points below reflect the current implementation and your responsibilities.

What The Current Code Does

  • Saved credentials are encrypted at rest locally before being stored in the local database.
  • The encryption key is loaded from OS secure storage (keychain/safe storage), with Linux environment-key fallback in some setups.
  • Sync runs on your machine using israeli-bank-scrapers and local browser automation.
  • Credentials are used to authenticate directly with your bank/card provider during sync, not via a ShekelSync-hosted scraping backend.
  • Internal app APIs are local and protected with session tokens.
  • Crash telemetry is user-controlled; if enabled, diagnostics are sent to Sentry.

Your Responsibilities & Risks

  • Trust the ShekelSync release you install and the israeli-bank-scrapers/dependency supply chain.
  • Run on a trusted, malware-resistant machine or isolated environment.
  • Review code and release artifacts before using real credentials (especially for source builds).
  • Best-effort security only: data exposure can still happen due to vulnerabilities, provider changes, local compromise, or misconfiguration.
  • Harden your endpoint with disk encryption, strong OS auth, updates, and endpoint protection.

No zero-risk guarantee. If your threat model is strict, use dedicated credentials/accounts (where supported) and prefer an isolated VM/device.

Ready to Get Started?

Choose the installer for your operating system and start with a private local workspace.

Choose your download