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Is account linking the primary thing you'd like to see? Or is there another kind of data as well? I'd be curious to hear your thoughts on the back-and-forth in

Is account linking the primary thing you'd like to see? Or is there another kind of data as well? I'd be curious to hear your thoughts on the back-and-forth in the public roadmap and also the discord related to account linking. Whether or not I should actually try to tackle that (and in what way) is a somewhat contentious topic within the PL community.

ahahahahah 3y ago
Pretty much just account linking to get the balances for all my investment accounts and for mortgage (honestly don't care much about checking/savings/credit) and to keep them automatically updated. Don't really care about anything around transactions or finer grained budgeting. like, i imagine there's people that really want that, but it feels like a different (huge) project. I guess I find I get some small value from mint tracking that stuff, I wouldn't be against that being supported (but i wouldn't want it to detract from the main point). i don't think i would use pdf imports. i'm sure some would be fine with that, but it's not worth my time. I probably wouldn't really trust you with my credentials to any of those accounts, like i begrudgingly would for intuit/mint, and i don't know the state of integration apis these days but maybe that, unfortunately, would mean that you'd need to integrate with someone else that I do trust with that (if all the things i cared about allowed me to give you read-only access without sharing passwords, that's fine). getting rsu vesting schedule automatically would be a nice bonus, but at least schwab's handling of this seems pretty much like a second class citizen so wouldn't be surprised if it's rather impossible.
- scubakid 3y ago
  What's your experience been like using account linking in other tools? From what I hear, most of the aggregator services still have frequent enough issues that just taking 10-15 mins to plug your numbers in manually to a tool like PL once a month is sometimes less overall effort than trying to identify and debug why x, y, z accounts aren't syncing right this week. If there's a good solution out there that just universally works though, and wouldn't be a giant support/maintenance tar pit for a solo dev to take on, definitely point me in that direction :)
  - ahahahahah 3y ago
    My experience in the last 5 years or so it's been fine, I haven't had any issues that bothered me. I'm not going to waste my time trying to debug something that's not working. I can imagine that someone willing to waste their time doing that might also be willing to waste their time doing manual data entry.

ahahahahah 3y ago

Pretty much just account linking to get the balances for all my investment accounts and for mortgage (honestly don't care much about checking/savings/credit) and to keep them automatically updated. Don't really care about anything around transactions or finer grained budgeting. like, i imagine there's people that really want that, but it feels like a different (huge) project. I guess I find I get some small value from mint tracking that stuff, I wouldn't be against that being supported (but i wouldn't want it to detract from the main point). i don't think i would use pdf imports. i'm sure some would be fine with that, but it's not worth my time. I probably wouldn't really trust you with my credentials to any of those accounts, like i begrudgingly would for intuit/mint, and i don't know the state of integration apis these days but maybe that, unfortunately, would mean that you'd need to integrate with someone else that I do trust with that (if all the things i cared about allowed me to give you read-only access without sharing passwords, that's fine). getting rsu vesting schedule automatically would be a nice bonus, but at least schwab's handling of this seems pretty much like a second class citizen so wouldn't be surprised if it's rather impossible.

scubakid 3y ago
What's your experience been like using account linking in other tools? From what I hear, most of the aggregator services still have frequent enough issues that just taking 10-15 mins to plug your numbers in manually to a tool like PL once a month is sometimes less overall effort than trying to identify and debug why x, y, z accounts aren't syncing right this week. If there's a good solution out there that just universally works though, and wouldn't be a giant support/maintenance tar pit for a solo dev to take on, definitely point me in that direction :)
- ahahahahah 3y ago
  My experience in the last 5 years or so it's been fine, I haven't had any issues that bothered me. I'm not going to waste my time trying to debug something that's not working. I can imagine that someone willing to waste their time doing that might also be willing to waste their time doing manual data entry.