Quickstart to Plaid Financial API using Django
I am not endorsed in any way by Plaid to share this info, just helping others get a head start on using Plaid with Django.
Plaid is a plaform-as-a-service API which you can use to build your own financial apps. It has features such as easily linking to existing bank accounts, and also auto-categorization of transactions. Plaid’s API brings all the data from different financial sources into one place and one format so you can build apps with a holistic view of a user’s finances.
Ok. Now all praise of Plaid aside, I’m sure you are here because you want to build a Django app that uses Plaid to obtain users’ financial data. In all of Plaid’s tutorials shown in their quickstart github page, they have a tutorial for Python, but it’s using Flask for the backend rather than Django.
I’ve taken the time to translate their tutorial from Flask to Django. The main difference was Django’s requirement of having CSRF protection.
Here is a link to my repo in case you want to clone or fork it and play around with Plaid: https://github.com/ribab/plaid_django_example
Use this template as a starting point to build amazing fintech apps using Plaid.
To try out the repo, follow these steps:
Clone the repo
git clone https://github.com/ribab/plaid_django_example.git
Navigate to the repo
Start venv for python3
python3 -m venv env
Install required python packages into venv
pip3 instal -r requirements.txt
Set up environment variables as shown on the sandbox page after logging into Plaid: https://dashboard.plaid.com/overview/sandbox
Run the web server
Now you should be able to access the webpage at http://localhost:8000
Click on “Open Link”, and then click on “Bank Of America”. When it asks you for username and password, give it “user_good” and “pass_good”, which are the sandbox credentials.
After this, “Get Accounts”, “Get Item”, and “Get Transactions” should all work.