ukhan1219 / glanceRework

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setup test users on plaid #10

Open ukhan1219 opened 1 month ago

ukhan1219 commented 1 month ago

Most API requests interact with an Item, which is a Plaid term for a login at a financial institution. A single end-user of your application might have accounts at different financial institutions, which means they would have multiple different Items. An Item is not the same as a financial institution account, although every account will be associated with an Item. For example, if a user has one login at their bank that allows them to access both their checking account and their savings account, a single Item would be associated with both of those accounts.

Now that you have the Quickstart running, you’ll add your first Item in the Sandbox environment. Once you’ve opened the Quickstart app on localhost, click the Launch Link button and select any institution. Use the Sandbox credentials to simulate a successful login.

Sandbox credentials username: user_good password: pass_good If prompted to enter a 2FA code: 1234 Once you have entered your credentials and moved to the next screen, you have created your first Item! You can now make API calls for that Item by using the buttons in the Quickstart. In the next section, we'll explain what actually happened and how the Quickstart works.

ukhan1219 commented 1 month ago

also add stuff like statements, and investments to see how it is handled