Plaid Integration in Dash SaaS

Connecting Your Bank Account

• When you open the Plaid Transaction page for the first time, you will see a message saying “No bank transactions found.” To begin, follow these steps:
• Click the “Connect Bank” button in the center of the page.
• A Synchronize with Plaid pop-up will appear. Select a Start Date and an End Date using the calendar fields.
• Click the “Plaid Sync” button to proceed.
• A Connect Bank Account pop-up will appear. Click the Authenticate with Plaid button to begin the authentication process
• A Plaid pop-up will open, displaying a list of supported banking institutions such as Chase, Bank of America, Wells Fargo, Citibank, and others. Select your bank from the list, or use the search bar to find it.
• Enter your phone number in the provided field and click Continue to proceed. If you prefer, click Continue without a phone number to skip this step.
• Complete the remaining authentication steps as prompted by Plaid to authorize access to your bank account.
• Once authenticated, your transactions will automatically sync and appear in the Manage Plaid Transactions list page, displayed as a table with the Date, Transaction Name, Amount, Account, Status, and Action.
• In the Action column, you can use Add Detail to the transaction that was not linked, and a manual action is needed. Synchronized to the transaction has been automatically linked with your accounting records.
• Paid transactions can be recorded in three categories: Bank Transfer, Expense, and Revenue. Each category ensures that transactions are accurately tracked and properly organized for effective financial management.