Institution Status & Requests

The integration works till I get to the Plaid sign-on page, but then Plaid says I need to enter the verification code that it sent.......where? I checked my email and my phone. No code sent anywhere.

It looks like Fidelity may have prevented Plaid from accessing users account. It will be great if we can add Stripe as an aggregator so we can add other banks or financial institutions not supported on Plaid.

Eg. Standard Bank, Absa, etc.

MX would open up new institutions, including one that is dear to me. mx.com

Revisit Apple Card syncing It looks like Apple has just opened this API up in 17.4 https://www.macrumors.com/2024/03/05/apple-card-ios-17-4-budget-apps/

Eg. Santander, BBVA, American Express MX, Citibanamex, etc.

The one active financial institution I had in Mint that is not supported by Plaid is HealthEquity ( healthequity.com ). I can search for and find it in Plaid, but when I select it, I get the message "Plaid does not support this institution yet, but we are working hard to add coverage based on your interest! In the meantime, please try another institution or connection method."

Eg. ING, Coinspot, CBA, NAB, Westpac, ANZ, etc. --- It would be great to see Lunch Money support auto importing for Australia. This would set Lunch Money apart from almost all budgeting apps Australian Consumer Data Right/Open Banking: https://www.cdr.gov.au/

Use Fuse to connect via multiple aggregators (Plaid, Finicity etc) https://www.letsfuse.com/ Saw Fuse on Ycombinator, it promises to allow fusing multiple aggregators, and through an API that is supposed to be very similar and easy to migrate to from current Plaid backends. Lots of aggregators around, seems the best path to avoid issues is to use multiple or all of them. Monarch Money for example uses a mix of Finicity and Plaid Link: https://www.ycombinator.com/companies/fuse