A couple of years ago, I posted a scrappy version of a Personal Finance workflow in Foundry that relied on manual data uploads and minimal AIP. A couple of years and much sweat and tears later, I want to share an update that includes:
- Live pulls from Plaid for your accounts
- AIP categorization, audit and bill parsing
- Plenty of react FE
The link to the package is here. I would love to hear input on my documentation and the process to setup as I am happy to make improvements! Some components are very specific to my operating model, so I fully expect folks need to delete, remove and modify components to make this successful for them.
I also need to give a huge shoutout to @arochat - his post last summer got me over the initial challenge of configuring Plaid <> Foundry effectively, and none of this would have been possible without his comprehensive write-up. Cheers!