Finance: Using Plaid to Import your Accounts

Edited 2 months ago

Plaid is a trusted and secure intermediary that helps applications connect to a myriad of financial institutions. You've probably used Plaid before with other systems like budgeting tools (Mint, Monarch etc).

Using Plaid can help expedite the creation of tiles in Trustworthy that represent your bank accounts, investment accounts and credit cards.

The overview video below shows how to get started with Plaid.

Things to Note about the Finance Category:

You can add new financial institutions, including their logo through the manual process
Trustworthy does not yet display account balances, Net Worth or financial reporting- but we are looking to bring that feature in sometime in 2025
Trustworthy does not offer a budgeting tool as of now, but this is something we're considering.

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