I'm looking for a general way to access transactions across all my banks, but the ones I've found all have some issues.
- Plaid: seems oriented more for businesses and isn't very friendly for personal use. They do have a personal use version but it doesn't support certain banks (e.g. Chase)
- Teller.io: unfortunately doesn't support one of my accounts (Bilt)
- Fintable.io: syncs transactions to airtable/google sheets which maybe could work, but doesn't have a simple API.
Am I missing any alternatives? Plaid supports all the institutions I want but getting setup as a non-business seems to require too many steps. Maybe any consumer-facing wrappers around Plaid's API?
phoenixy1•1h ago
It's true that the current onboarding flow is not designed for personal use cases; we're currently in the middle of revamping it to make it less onerous for non-business users. In the meantime, I recommend you just fill out the questionnaire as well as you can. We know that some of the questions don't really make sense in a personal use context -- just try to answer them to the best of your ability and you should be fine.