{% extends "base.html" %} {% block title %}Plaid Bank Sync{% endblock %} {% block page_title %}Plaid Bank Sync{% endblock %} {% block topbar_actions %} Settings {% endblock %} {% block content %} {% if not plaid_configured %}
PLAID_CLIENT_ID, PLAID_SECRET, and
PLAID_ENV to your .env file and restart the app.
{{ config.get('PLAID_WEBHOOK_URL') }}
— Plaid will push transaction updates automatically.
PLAID_WEBHOOK_URL=https://pfm.ngodanguyen.tech/plaid/webhook
in .env and restart. New connections will register it automatically.
For existing items, click "Apply to Existing" after setting the URL.
| Account | Type | Mapped to | Last Sync | Credit Card Billing | Actions |
|---|---|---|---|---|---|
|
{{ pa.display_name }}
{{ pa.account_type | title }} · {{ pa.account_subtype | replace('_',' ') | title }}
|
{{ pa.account_type | title }} | {% if pa.pfm_account %} {{ pa.pfm_account.name }} {% else %} Map Account {% endif %} | {{ pa.last_sync_date.strftime('%b %d') if pa.last_sync_date else '—' }} |
{% if pa.account_type == 'credit' %}
{% if pa.cc_due_date %}
{% set days_left = (pa.cc_due_date - today).days %}
Due {{ pa.cc_due_date.strftime('%b %d') }}
{% if days_left <= 0 %}
· Overdue!
{% elif days_left <= 3 %}
· {{ days_left }}d left
{% else %}
· {{ days_left }}d
{% endif %}
{% if pa.cc_minimum_payment %}
Min: {{ pa.cc_minimum_payment | currency }}
{% endif %}
{% else %}
—
{% endif %}
{% else %}
N/A
{% endif %}
|
{% if pa.pfm_account_id %} {% endif %} |