perkeep

History

Brad Fitzpatrick 2c05f1a3d9 importer: refresh importer root page, add Titles, Descriptions, TODO bugs And also speed up /importer/TYPE page's query by saying it's unsorted, which gets us a better index. Hacky workaround. Should fix it in the query planner later instead. Fixes #1105 Change-Id: I140ffb40456ec802844584568d2f1a7a38b26e41		2018-04-27 17:06:59 -07:00
..
README	Initial cut at importing financial transactions using Plaid.com. No Plaid-specific UI in this first pass; just import/data model only.	2017-03-25 10:41:01 -04:00
institutions.go	Rename import paths from camlistore.org to perkeep.org.	2018-01-01 16:03:34 -08:00
plaid.go	importer: refresh importer root page, add Titles, Descriptions, TODO bugs	2018-04-27 17:06:59 -07:00

README

Plaid Importer
==============

Plaid (plaid.com) is a service that allows users to connect to financial
institutions (namely credit card providers) and retreive financial
transactions in a uniform format.

To use:

1) Sign up for a Plaid developer account: https://dashboard.plaid.com/signup
2) Start the devcam server with plaidapikey flag:
   $ devcam server -plaidapikey=<client_id>:<secret>
3) Navigate to http://<server>/importer/plaid and click "Add new account"
4) Enter username and password for your financial institution's account, and
   select the institution type (eg, Amex). (Unfortunately, OAuth is not
   available)
5) Watch your transactions roll on in