diff --git a/docs/hosting/plaid.md b/docs/hosting/plaid.md index 362de4c0e..1aba35c9a 100644 --- a/docs/hosting/plaid.md +++ b/docs/hosting/plaid.md @@ -4,7 +4,7 @@ Since #2419 will not be merged, I am moving this guide here in the discussions s > Plaid integration currently only works for Western users. Plaid Production support is not available to European users. > [!NOTE] -> For Plaid integration your Maybe instance needs to be accessible by the internet behind a domain with working SSL. +> For Plaid integration your Sure instance needs to be accessible by the internet behind a domain with working SSL. # Setting Up Plaid @@ -21,7 +21,7 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo 1. On the Home page, find the section labeled "Learn how to build with Plaid" and click **Unlock real data**. 2. Enter your real name and phone number. 3. In the description box, write a statement such as: - This is for personal use only on a self-hosted version of the Maybe Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. + This is for personal use only on a self-hosted version of the Sure Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. 4. Leave the "Additional products" section **unchecked**. 5. Click **Request Access**. 6. Wait for your request to be approved (this may take more than 24 hours). @@ -30,10 +30,15 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo ### For Banks That **Require OAuth** +> [!NOTE] +> Per Plaid Support as of July 2025, certain banks are seeing extended OAuth approval timelines. +> - Chase Bank: there have been some additional delays, resulting in an updated wait time of roughly 3-4 months +> - Schwab: the manual review process by Schwab can take up to two months to be completed + 1. In the left sidebar on the Plaid dashboard, click **Get production access**. 2. Enter your real address. 3. For the business profile, write: - This is for personal use only on a self-hosted version of the Maybe Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. + This is for personal use only on a self-hosted version of the Sure Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. 4. Leave the company website field **blank**. 5. Enter your real name, phone number, email address, and date of birth. 6. Click **Next**. @@ -45,9 +50,9 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo 12. Upload any photo as the logo (must be 1024x1024px and under 4MB). 13. Leave the brand color as **#22CCEE**. 14. Set the Website URL to: - https://github.com/maybe-finance/maybe + https://github.com/we-promise/sure 15. In the "Reason for data access" box, enter: - This is for personal use only on a self-hosted version of the Maybe Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. + This is for personal use only on a self-hosted version of the Sure Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. 16. Enter your real email address as the support email. 17. Click **Next**. 18. For the "Where do you want to launch?" section, enter your country. @@ -65,7 +70,7 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo 26. Click **Next**. 27. Click **Start Security Practices Questionnaire**. 28. For each question, select **Other - please see comments**, then write in the notes: - This is for personal use only on a self-hosted version of the Maybe Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. + This is for personal use only on a self-hosted version of the Sure Finance software. I am only using it to manage my finances, sync my bank accounts, track my spending, and create a budget. 29. Click **Next**. 30. Repeat the process from step 28 for each new section of the questionnaire. 31. Continue clicking **Next** and repeating step 28 until the questionnaire is finished. @@ -74,7 +79,7 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo --- -# Setting Up Maybe to Use Plaid +# Setting Up Sure to Use Plaid 1. After your Plaid account is registered, go to [https://dashboard.plaid.com/developers/api](https://dashboard.plaid.com/developers/api) or click **Developers > API** in the sidebar, then click **Configure** next to Allowed redirect URIs. 2. Click **Add new URI**, type your domain, and add `/accounts` at the end (for example: `https://budget.yourdomain.com/accounts`). @@ -93,8 +98,8 @@ PLAID_ENV: ${PLAID_ENV} PLAID_SECRET: ENTER_SECRET_KEY_FROM_PLAID_HERE PLAID_ENV: production # (use 'production' for Full/Limited Production Access, or 'sandbox' for Sandbox Access) ``` -8. Restart Maybe. +8. Restart Sure. --- -Once you access your Maybe instance from your domain, you should now see the **Link account** option in the Maybe UI. +Once you access your Sure instance from your domain, you should now see the **Link account** option in the Sure UI.