Plaid Transactions Full Tutorial -- Plaid Academy

How does Plaid Transactions work? What's the /sync/ api, API how is it different from the /get API?? What do all those fields mean? Which webhooks do I care about? And do we have free will? Find out answers to all these questions and more in this full length Plaid Transactions tutorial.

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Chapters:
0:00 - Intro to Transactions
2:45 - Introducing the Sample App
3:36 - Running the Sample App
7:49 - A tour of the starter code
12:22 - Calling /transactions/sync
16:29 - Anatomy of a Transaction
23:49 - Pagination and Cursors
26:23 - Cursors, Part 2
29:22 - Processing transaction data
30:40 - Saving new transactions
35:10 - Updating modified transactions
37:08 - Handling removed transactions
39:22 - Finishing up transaction data
40:42 - Displaying data to the user
43:29 - Transaction webhooks
46:15 - Sending and handling webhooks in Sandbox
50:54 - Removing Items
55:37 - Sync mutation errors
58:17 - "transactions" not in the products array
59:41 - That's all!

[codybontecou]

Great stuff, thank you. This is just about everything I could ask for. The only missing pieces I wish you went into was a proper authentication system.

[PlaidInc]

Two updated details to add here, around changes to default history length and a new improved Sandbox test account: 1) Items will now return a maximum of 90 days of transaction history by default. If you need more (or less) historical data, you can override this behavior by using the days_requested parameter to request up to 730 days of history. To do this: in the /link/token/create request, you'd include a transactions.days_requested field. Or, if you followed the pattern shown at @58:17 and didn't put transactions in /link/token/create, you'd need to include options.days_requested the first time you call /transactions/sync for that Item.

[adarshchhokar]

“Even emax is okay… weirdo”
Proceeds to open vscode in light mode*

[feyzanurozturk]

I cant find enough example on /liabilities, can you make a tutorial about that too?

[SegmenationFault]

In this tutorial and in some of the documentation, the transactions are stored in a separate database. Is there a reason for doing it this way, or would caching the data on the client be okay as well?

[timvaughan]

Will similar videos be made for python backends?

[jumbojames]

what vs code extension are you using to see the contents of the database?

[zacksc]

In post man when I send the link token for the exchange public token, with your git code. i get status 500(internal server error) and i not supposed to send the link token in json format?

[nitikarajinder]

Hi, thanks for the video. It is so informative. I have one question, if I want to link a credit card then do I need to apply any account filters like creditfilter for credit card and depositoryfilter for savings and checkings bank accounts. I am trying to have plaid integration with our front end app and I am confused how to link credit card. I made some changes like added a account filter like credit filter and depository so that we can link both credit cards and bank accounts. But I am not sure if I am doing it correct or not. Can you please provide some insight on how to link a credit card. I will really appreciate that. I am working on creating backend apis for creating link token, access token and fetch transactions of a user who linked their credit card using transactions/sync api in java.

[shawnmartin]

@PlaidInc Im getting an error when trying to connect to a bank after creating an account: "client_id must be properly formatted, non-empty string". I've followed everything step-by-step to this point, setting up .env with my client ID and secret, etc. Please assist.

[SnippetBucketTechnologies]

What will charges for plaid trasnactions for pay as on go