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Personal Finance: Consultant to help query Plaid API to pull down banking transactions

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B_G
4 - Data Explorer
4 - Data Explorer

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

1 Reply 1
Trish_c
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi @B_G
Greetings!

I have gone through your post & I would be happy to assist you.

I need some information to share my understanding with you. Rates are very competitive so it won’t be any issue for you

Please add me on Skype so we can discuss further.

Warm Regards,
Trish

Email – trish at cisinlabs.com

Skype - live:.cid.baff7c7dd9471b54