Hi all! I am interested in using Airtable to track my personal finances/budgeting. I built a simple database to do this that requires me to copy and paste over transactions manually from all of my various accounts, which is cumbersome. I would much rather have a system that could pull down the transactions automatically.

Obviously, this involves sensitive personal data, so I would want a consultant in the US who had experience working with clients using such data and could figure out a way to build trust and minimize data exposure risk.

Thank you for considering – I look forward to your responses!

Best,

Ben