A banking dashboard app that uses Plaid API to allow users to link bank accounts from various institutions to view and analyze transaction data.
- Users login with an email and password
- Users link a bank account through the Plaid Link API
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- Public token is sent from client to
/plaid/linkroute on the server and exchange for access token
- Public token is sent from client to
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- Access token is used to retrieve Bank information, account names & balances, and transactions
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- Info is saved in MongoDB and updated through the API when there is new data
- User banking data can be access using fetch requests to the
/plaid/route -
/plaid/transactions- Retrieve transactions from specific item
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/plaid/transactions/:accountId- Retrieve transactions from specific account
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/plaid/transaction/:id- Get individual transaction from transaction ID
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/plaid//item/:id- Retrieve information on specific item
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/plaid/account/:id- Retrieve information on specific account