Plaid Connector
for Firefly III

Browser-based setup and management — no terminal required after install. Clean, fast, works on any device.

Walks you through everything from a fresh install — Plaid keys, Firefly token, bank linking, account mapping. No guessing.

Link and sync as many banks as you need simultaneously. Chase, Chime, Wells Fargo — all in one place.

Watch transactions import live as they process. Every import is visible and auditable in the UI.

Via Plaid Link — your bank credentials never touch your server. Industry-standard OAuth flow.

Autostart on server boot, toggle from the UI. Runs quietly in the background without babysitting.

Contextual type selection with smart defaults — the connector figures out what kind of account it's dealing with so you don't have to.

Firefly III accounts created automatically if they don't exist yet. No manual setup required on the Firefly side.

Correct balances from day one. The connector calculates and sets your opening balance so Firefly starts with accurate numbers.

Proper classification and balance handling for secured cards — not just stuffed into a generic account type.

Checks Firefly III before creating any transaction. Duplicates are not possible — run sync as many times as you want.

Internal transfers recorded correctly — never as expenses. Moving money between your own accounts works as expected.

Handles PayPal's notorious double-entry behavior cleanly. One transaction in, one transaction recorded.

Plaid's intelligent Personal Finance Categories applied automatically — transactions arrive in Firefly already tagged and organized.

YAML-only persistence — everything is human-readable plain text. No SQLite, no hidden state, nothing you can't inspect.

Credentials never written to config files. Plaid tokens, Firefly tokens, and passwords live in .env — excluded from git.

Full audit completed. bcrypt passwords, CSRF protection, brute force protection, HTTP security headers, SSRF protection, input validation.