Consume webhook events from Plaid
Update HTML Emails with new logo and colors
Automatically import transactions from financial institution
- Fetch transactions from Plaid
- Insert into transaction table if necessary (check if Plaid transaction ID is already there, check if we can find a manually entered transaction that matches closely)
- Keep transaction entered this way as 'pending review'
- Insert into transaction table if necessary (check if Plaid transaction ID is already there, check if we can find a manually entered transaction that matches closely)
- Keep transaction entered this way as 'pending review'
Link financial institution using Plaid
- Show PlaidLink when needed and retrieve the access_token once the user has entered their information into Plaid.
- Store access_token and other relevant information needed when linking.
- Store access_token and other relevant information needed when linking.
Improve performance for
- Caching information locally to speed up the list of invoices and customer search.
Store running balance in database
Instead of recomputing the running_balance all the time store it in the database. This is step one before being able to load transactions by page instead of all at once.
Make Kiosk Mode installable
Allow people to install their Kiosk on an iPad so that their employees can easily access the invoicing system.
Enable PWA on
I added the service worker and the manifest required to make InstaBudget installable.
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