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strubled / optimizr

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Investigate Plaid for transaction categories #5

Open strubled opened 4 years ago

strubled commented 4 years ago

need to know if it can return a total for grocery spend, etc

sknechtel commented 4 years ago

Categories are returned in the transaction API

Category overview

Send a request to the /categories/get endpoint to get detailed information on categories returned by Plaid. This endpoint does not require authentication.

sknechtel commented 4 years ago

plaid.com/docs/#retrieve-transactions-request

strubled commented 4 years ago

i think we'd need to...return transactions over x months, then total the amount of spend for the categories that the cards pay out for. In order to do that, we'll probably have to create mapping that links n categories to "dining".

we'll need to store the totals...i don't feel comfy storing each transaction itself unless we need to.

sknechtel commented 4 years ago

That makes sense. I think something to be aware of ... looks like the limit on the API may be 500 transactions.

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On May 18, 2020, at 2:06 PM, Dan Struble notifications@github.com wrote:

 i think we'd need to...return transactions over x months, then total the amount of spend for the categories that the cards pay out for. In order to do that, we'll probably have to create mapping that links n categories to "dining".

we'll need to store the totals...i don't feel comfy storing each transaction itself unless we need to.

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