✓ Purchase confirmed

Let's get you set up

Your license key is on its way to your email. Follow these steps to have Klartion running and syncing your bank transactions into Notion.

Where is your bank?

Steps 1–4 below set up Enable Banking for EU banks. If your bank is in the US or Canada, skip to the SimpleFIN setup section below — it’s shorter and replaces Steps 1–4. Steps 5 and 6 (install Klartion, run the setup wizard) are the same regardless of provider, and you can use both providers on the same install.

Create a free Enable Banking account

Enable Banking is the regulated open banking provider that Klartion uses to connect to your bank. You need a free developer account — no credit card required.

Go to enablebanking.com and sign up.

Once logged in, go to API applications and click Register new application. Fill in the form as follows:

Application name: Klartion

Allowed redirect URLs: https://klartion.com/callback

Application description: Connect Notion with my bank

Email for data protection matters: your email address

Privacy URL: https://klartion.com/privacy

Terms URL: https://klartion.com/terms

Click Register. A .pem key file will be downloaded automatically. The filename matches your Application ID. Keep it safe — you'll need it in the setup wizard.

Set your application to Production

After registering, your application starts in Sandbox mode. You need to switch it to Production before connecting a real bank account.

Open your application in the Enable Banking dashboard

Find the Environment toggle and switch from Sandbox to Production

Confirm the switch when prompted

Note: You must be in Production mode for Klartion to access real bank data. Sandbox mode is only for testing with mock data.

Activate by linking your bank account

After switching to Production, click Activate by linking accounts on your application page. This is a one-time requirement to activate your Enable Banking app.

Select your country and bank from the dropdowns

Click Link

Follow the steps to log in to your bank and approve read-only access

Important: You must add your banks here first, before connecting them inside Klartion. This activates your Enable Banking app, while Klartion handles the ongoing daily sync.

For US/Canadian banks: set up SimpleFIN instead

Skip Steps 1–4 above. SimpleFIN Bridge is the bank-data provider Klartion uses for North American banks. It’s simpler than Enable Banking but charges $15/year for the bridge, paid to SimpleFIN directly — not to Klartion.

Inside SimpleFIN, link the banks you want to sync. Their flow tells you whether your specific bank is supported before you commit.

Click Setup Token. SimpleFIN displays a one-time code — copy it.

In Klartion (after Steps 5 and 6 below), open the Bank tab, switch the toggle to US/Canadian banks (via SimpleFIN), and paste the code. Klartion lists your linked accounts so you can pick which to sync.

Note: Setup tokens are one-shot. If a token is rejected as already used, just generate a new one in SimpleFIN.

Install Klartion

You need Docker Desktop installed. Klartion runs as a lightweight container — it works on a Mac, a Linux machine, a Raspberry Pi, a NAS, or any small home server.

Linux / Mac

Windows

mkdir -p ~/klartion/data && cd ~/klartion
curl -O https://raw.githubusercontent.com/DAdjadj/klartion/main/docker-compose.yml

mkdir %USERPROFILE%\klartion\data
cd %USERPROFILE%\klartion
curl -O https://raw.githubusercontent.com/DAdjadj/klartion/main/docker-compose.yml

Good news: you do not need to clone the repository or create a .env file for the normal setup. Download the compose file, start the container, and complete everything else in the Klartion web UI.

Port

Klartion runs on port 3001 by default. Change it below if that port is already in use.

Start the container:

docker compose up -d

Using Portainer?

Go to Stacks → Add stack, name it klartion, select Web editor and paste:

services:
  klartion:
    image: daalves/klartion:latest
    container_name: klartion
    restart: unless-stopped
    volumes:
      - ./data:/app/data
      - /var/run/docker.sock:/var/run/docker.sock
    ports:
      - "3001:3000"

Click Deploy the stack, then continue to the next step.

Open Klartion and complete setup

Enter your server address below to open the Klartion setup wizard. It will guide you through entering your license key, connecting your Notion API, configuring notifications, and connecting your bank — either by uploading your Enable Banking .pem for EU banks, or by pasting your SimpleFIN setup token for US/Canadian banks.

Your server address

Enter your server's IP address or hostname. Change the port if you modified it in docker-compose.yml.

Multiple bank accounts

Klartion supports connecting up to 2 bank accounts by default. Each bank's transactions are tagged with the bank name in a "Bank" column in your Notion database.

To add a second bank, go to the Bank tab in the setup wizard after connecting your first bank.

Need more than 2? You can purchase additional bank account slots for €10 each from the Status page inside the app.