Bank connections
Bank download is a web feature on the monthly or yearly plan. Plaid and SimpleFIN sit behind one adapter. This checkout uses an offline Northside Credit Union sandbox. Imported rows are written with Ledger.run() and land in the same outbox as a typed transaction.
Steps
- Open Billing and choose Monthly or Yearly. The free manual plan cannot connect a bank.
- Open Banks and pick Sandbox, Plaid sandbox, or SimpleFIN sandbox.
- Choose Connect sandbox, then Import. New rows appear in Everyday Checking.
Live Link or Bridge tokens are not used until you set the env vars in .env.example and deploy. Desktop does not talk to an aggregator directly; it receives the same ops over Cloud sync.
If this goes wrong
If connect is blocked, you are on the manual plan. If import creates nothing new, those remote ids were already applied.