This is a lightweight app Nikki and I use to manage our finances. It uses Plaid to fetch transactions from all our accounts and stores them in a private Google Sheet for tracking, etc.
- A private Google Sheet where the transactions are stored (specified in
config.json
) - A GCP project and service account with access to the Google Sheet from (1) (specified in
secrets/google_key.json
) - A plaid app with
development
orproduction
access and plaidaccess_tokens
for the financial accounts (specified insecrets/plaid_secrets.json
andconfig.json
) - A
node
app that pulls new transactions and adds them to the Google Sheet on a regular interval with Heroku Scheduler