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Update plaid.md

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Signed-off-by: Facinorous <63425706+Facinorous-420@users.noreply.github.com>
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Facinorous
2025-07-25 02:20:44 -04:00
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commit cb0d8e0319
1 changed files with 14 additions and 3 deletions
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docs/hosting/plaid.md
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@@ -1,3 +1,8 @@
Since #2419 will not be merged, I am moving this guide here in the discussions section of the repo.
> [!WARNING]
> 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.
@@ -37,7 +42,7 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo
9. When asked "What industry are you in?", select **Budgeting and financial management tools**.
10. Click **Next**.
11. Enter any name for your application.
12. Upload the Maybe logo (must be 1024x1024px and under 4MB).
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
@@ -76,13 +81,19 @@ Go to [https://dashboard.plaid.com](https://dashboard.plaid.com) and register fo
3. Click **Save changes**.
4. Go to [https://dashboard.plaid.com/developers/keys](https://dashboard.plaid.com/developers/keys) or click **Developers > Keys** in the sidebar.
5. Copy your `client_id` and `secret` keys. Use the "Production" secret key.
6. In your `.env` file (next to your `docker-compose` file), add these lines:
6. In your `docker-compose` file, below the `OPENAI_ACCESS_TOKEN: ${OPENAI_ACCESS_TOKEN}` line, add these lines:
```
PLAID_CLIENT_ID: ${PLAID_CLIENT_ID}
PLAID_SECRET: ${PLAID_SECRET}
PLAID_ENV: ${PLAID_ENV}
```
7. In your `.env` file (next to your `docker-compose` file), add these lines:
```
PLAID_CLIENT_ID: ENTER_CLIENT_ID_FROM_PLAID_HERE
PLAID_SECRET: ENTER_SECRET_KEY_FROM_PLAID_HERE
PLAID_ENV: production # (use 'production' for Full/Limited Production Access, or 'sandbox' for Sandbox Access)
```
7. Restart Maybe.
8. Restart Maybe.
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