Connect FNBO / Greenlight Credit Card to Plaid for Transactions Data | Voters

Connect FNBO / Greenlight Credit Card to Plaid for Transactions Data

Dan Chan

Allow a third party interface such as Plaid/Monarch to download transaction details for Greenlight or FNBO Family Credit Card for budget and money management applications

Jeremy Goldsmith

Agree this is needed. Either build some spend categorization and reporting into the app or support connecting to apps like Monarch or RocketMoney via Plaid.

Jackie

Merged in a post:

Search Transactions Family Cash Card

Dan Chan

Still wishing for full integration into FNBO platform to allow all statement transaction export and sync with third party finance software but can we get at least a transactions search feature in the Greenlight Family Cash Card transaction history? Its onerous to go through PDF statements line by line.

Jackie

Thank you for providing the additional feedback, Dan!

David D'Silva

I’m definitely starting to use the card less every month knowing the data won’t be integrated into my budget app (Monarch). This is a big need for many people. Please prioritize.

Joseph Lynch

Definitely! Adding support for Yodlee is important too as it's also used by a number of services, such as Tiller. Given the other things that Greenlight offer it surprises me that this is not already in place. My tiny bank down the street integrates with Yodlee, Plaid, et al.

Burton Peltier

This would help me a LOT! 
Or at a minimum, let me request CSV format downloads of transactions, deposits, etc.! This should NOT be difficult for Greenlight to allow! I know because I’m retired from a 35 year IT career!
It is VERY time consuming doing what I’ve been doing several times… submitting a request for transaction history downloadS in CSV format and using Microsoft Excel to summarize!

The Berrys

As a Parent, I need to be able to choose Greenlight as an institution in Plaid (or other account aggregator), so I can link all my Greenlight accounts (Parent, Kids, Savings, Investments, etc.) to financial tracking software (Quicken, Mint.com, etc.)

Jackie

Merged in a post:

Allow authorized user to see all credit card transactions

Tom Fortmuller

My wife is an authorized user for our Greenlight credit card, but she can only see her transactions and not mine. This means I’m the only one who can reconcile our account with our budgeting app. I need her to be able to see all transactions on the account.

Jackie

Thank you for the feedback, Tom!

Jackie

Merged in a post:

Instantly update FCC payment balance

Lourdes Castillo

Allow the payment amount to be added instantly to the current balance when making payments instead of taking 3 days or more.

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