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[GH-ISSUE #1278] [US Banking Integration] Add additional integration with Sophtron & Plaid #7418

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opened 2026-04-10 17:14:40 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-10 17:14:40 -05:00
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Originally created by @jinesh-b on GitHub (Jul 4, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1278

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Importing bank data for high-profile banks from US/Canada isn't available through Nordigen/GoCardless. Having options to integrate through Plaid or Sophtron would go a long way in terms of automation/sync of banking history compared to manually porting OFX, QFX or CSV data.

Describe your ideal solution to this problem

We can probably follow a similar pattern to Nordigen implementation, update the UI to accept API tokens for Plaid or Sohptron(maybe this can be behind a set of toggles?) and update data models to factor in the type of responses we might anticipate from the API calls. For MVP#1, we can try grabbing data from a few endpoints only and if there is a need for more we can add additional endpoints.

Teaching and learning

API's:

Originally created by @jinesh-b on GitHub (Jul 4, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1278 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Importing bank data for high-profile banks from US/Canada isn't available through Nordigen/GoCardless. Having options to integrate through [Plaid](https://plaid.com/) or [Sophtron](https://sophtron.com/) would go a long way in terms of automation/sync of banking history compared to manually porting OFX, QFX or CSV data. ### Describe your ideal solution to this problem We can probably follow a similar pattern to Nordigen implementation, update the UI to accept API tokens for Plaid or Sohptron(maybe this can be behind a set of toggles?) and update data models to factor in the type of responses we might anticipate from the API calls. For MVP#1, we can try grabbing data from a few endpoints only and if there is a need for more we can add additional endpoints. ### Teaching and learning API's: - [Plaid](https://plaid.com/) - [Sophtron](https://sophtron.com/)
GiteaMirror added the feature label 2026-04-10 17:14:40 -05:00
GiteaMirror commented 2026-04-10 17:14:42 -05:00
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@github-actions[bot] commented on GitHub (Jul 4, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:1620403337 --> @github-actions[bot] commented on GitHub (Jul 4, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-10 17:14:43 -05:00
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@j-f1 commented on GitHub (Jul 4, 2023):

Related: #898. The main tasks that would need to happen:

  • Update the frontend to support configuring multiple bank sync providers
  • Implement Plaid/Sophtron support on the server (this may be already started, or somewhere in the git history for Plaid)
  • Add the relevant functionality to the frontend
<!-- gh-comment-id:1620413434 --> @j-f1 commented on GitHub (Jul 4, 2023): Related: #898. The main tasks that would need to happen: * Update the frontend to support configuring multiple bank sync providers * Implement Plaid/Sophtron support on the server (this may be already started, or somewhere in the git history for Plaid) * Add the relevant functionality to the frontend
GiteaMirror commented 2026-04-10 17:14:43 -05:00
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@jinesh-b commented on GitHub (Jul 6, 2023):

@j-f1 is the issue being actively worked on? If not I can give a crack at it.

<!-- gh-comment-id:1624089273 --> @jinesh-b commented on GitHub (Jul 6, 2023): @j-f1 is the issue being actively worked on? If not I can give a crack at it.
GiteaMirror commented 2026-04-10 17:14:44 -05:00
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@j-f1 commented on GitHub (Jul 6, 2023):

Closing this issue as a duplicate to centralize discussion.

<!-- gh-comment-id:1624358868 --> @j-f1 commented on GitHub (Jul 6, 2023): Closing this issue as a duplicate to centralize discussion.
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