Share Account Syncing between Budgets
K
Kendall
I use multiple budgets (one for myself and one with joint household accounts); Because Syncing with plaid can be buggy sometimes (especially when it's syncing to multiple places) would it be possible to just share the synced account between Budgets? instead of syncing it multiple times?
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J
Joao
Description
As a user with multiple budgets, I want to reuse Account's Plaid connection between my budgets, so I don't need to keep re-linking that connection.
Steps to reproduce
- Create 1 Budget - "Foo"
- Go to Accounts
- Add Account using "Auto-import from my bank"
- Go to transactions and validate new transactions there.
- Create 2nd Budget - "Bar"
- Go to Accounts
- Add Account using "Auto-import from my bank" to the same bank account used in budget "Foo"
- Go to transactions and validate new transactions there.
- Go back to the "Foo" budget
- Go to Accounts
- The added account will be in "Relink" status.
Acceptance Criteria
Given that I have 2 budgets
and there is an account setup through Plaid to the same bank account in both budgets
When I go to both Transactions in both budgets
and hit the refresh button,
Then new transactions are imported in each of the budget
and the Status in the Accounts view is "Active" in both.