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Plaid

Phase

manual

← Finance

Plaid is not connected yet.

Cross-module

Linked items

No banks linked yet. Tap “Connect bank” to wire up a sandbox item.

Phase 2 sandbox uses synthetic data so the Finance module can demo transactions, sync pills, and reconciliation without exposing real bank credentials. Phase 3 will route through the existing /api/v1/plaid/link-token flow once Tony approves production keys.