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Austin Kregel edited this page Aug 19, 2020 · 4 revisions

This document will provide you the additional context needed for fully setting up this project. You must be able to check off these boxes in order to proceed.

Installing Docker

Windows 10

It's recommended that for Windows 10 you use Docker Desktop for ease of use.

Click the "Download for Windows (Stable)" button.

https://raw.githubusercontent.com/austinkregel/finance/main/desktopdownload.PNG

Run the program that you just downloaded, and click through the prompts. (I'm not going to force you to read everything, but as long as it looks like it's installing, you probably did it right...)

Mac

Read the instructions for "Windows 10" but change the word "Windows" to "Mac", and the instructions are the same... You know how to install programs... You own a mac...

Installing Git

Click the name of your operating system on the Git Website's download page.

https://raw.githubusercontent.com/austinkregel/finance/main/git%20download%20page.PNG

Run the program you just just downloaded and click through the prompt. Unless you know what you're doing, the default options will be perfectly fine 😄

Getting started with Plaid

How do I get a Plaid account?

Go to this page and sign up. ‼️ NOTE: Plaid may not give you immediate access to your development tokens. You may have to confirm your email address or follow several steps in order to access your development tokens.

What is it?

Plaid is a service that allows apps to access your banking data. It does so by asking you for your login information for your bank, then it talks through various banking partnerships to authenticate, and then once authenticated, you can access your transactions and accounts.

What do I need from it?

What we're looking for are "API keys", these are identifying codes that this app uses to authenticate your app to your Plaid developer account. The ones we need are the "Development Environment" tokens. They can be found on the Development page on the Plaid site. https://raw.githubusercontent.com/austinkregel/finance/main/plaid-tokens.png

The highlighted fields are going to be used to fill in the respective environment variables in your .env file, covered in the docs.