Re:Could a Claude Code routine watch my finances?
by mbm on Sunday April 26, 2026 @09:07PM
(#47916635)
Great questions.
On banks not supported by Plaid — while most are covered already (12,000+), totally understand that some like Fidelity aren’t. For this, we’re considering a way to manually import statements, but that wouldn’t support the live data sync that Plaid provides of course.
Performance tracking — yes! Absolutely on this. We’ve been sketching this out lately since it has some nuance to get right. Would love your input on what you’d like to see here.
On banks not supported by Plaid — while most are covered already (12,000+), totally understand that some like Fidelity aren’t. For this, we’re considering a way to manually import statements, but that wouldn’t support the live data sync that Plaid provides of course.
Performance tracking — yes! Absolutely on this. We’ve been sketching this out lately since it has some nuance to get right. Would love your input on what you’d like to see here.