Bank Sync

Setup Steps

1. 1

   Create a free Plaid account at dashboard.plaid.com

   dashboard.plaid.com
2. 2

   Get your Client ID and Secret from the Plaid dashboard

3. 3

   Add environment variables to your Cloudflare Pages settings:

   PLAID_CLIENT_ID=your_client_id
   PLAID_SECRET=your_sandbox_secret
   PLAID_ENV=sandbox

4. 4

   Create the plaid_transactions table in Supabase (SQL below)

5. 5

   Create the /api/plaid/link and /api/plaid/sync API routes

Required Supabase SQL

CREATE TABLE IF NOT EXISTS plaid_transactions (
  id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
  plaid_transaction_id TEXT UNIQUE,
  account_id TEXT,
  account_name TEXT,
  amount NUMERIC(10,2),
  date DATE,
  name TEXT,
  merchant_name TEXT,
  category TEXT[],
  pending BOOLEAN DEFAULT false,
  imported BOOLEAN DEFAULT false,
  property_id UUID REFERENCES properties(id),
  matched_category TEXT,
  created_at TIMESTAMPTZ DEFAULT NOW()
);
GRANT ALL ON plaid_transactions TO anon;
GRANT ALL ON plaid_transactions TO authenticated;