[WIP] added relinking section #437
Open
Conversation
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Included steps/links on how to remove linking in Actual, SimpleFIN and re-linking
actual-github-bot
bot
changed the title
✅ Deploy Preview for actualbudget-website ready!
To edit notification comments on pull requests, go to your Netlify site configuration. |
![github-advanced-security[bot]](https://avatars.githubusercontent.com/in/57789?s=60&v=4){kind=small}
This comment has been minimized.
This comment has been minimized.
Created a section at the bottom to include instructions on how to unlink, re-link in Actual
RubenOlsen
requested changes
Aug 19, 2024
| @@ -32,19 +32,19 @@ All functionality described here may not be available in the latest stable relea | |||
|
|
|||
|  | |||
|
|
|||
| 5. Save the generated Setup Token someplace safe (one-time use only). | |||
| 6. Save the generated Setup Token someplace safe (one-time use only). | |||
There was a problem hiding this comment.
Since it is a one-time token, this sentence seems slightly odd.
Proposed wording:
Suggested change
| 6. Save the generated Setup Token someplace safe (one-time use only). | |
| 6. As you cannot retrieve the Setup Token value later, copy-paste it to a file, as it will be used in step 9. |
|
|
||
|  | ||
|
|
||
| 8. You will be asked to enter your SimpleFIN setup token. The keys from this value will be saved on the server, so you will only need to enter it once. | ||
| 9. You will be asked to enter your SimpleFIN setup token. The keys from this value will be saved on the server, so you will only need to enter it once. |
There was a problem hiding this comment.
Simplify this sentence.
Proposed wording:
Suggested change
| 9. You will be asked to enter your SimpleFIN setup token. The keys from this value will be saved on the server, so you will only need to enter it once. | |
| 9. When asked to enter your SimpleFIN Setup Token, use the value you copy-pated in step 6. The token will be saved on the Actual server. |
|
|
||
| ### Resolving SimpleFIN sync issues | ||
|
|
||
| If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. |
There was a problem hiding this comment.
It's better to tell people who are unsure of what to do than to suggest what to do :-)
Proposed rewrite:
Suggested change
| If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. | |
| When restoring an Actual Budget file from a backup, the recommended practice is to unlink the SimpleFIN sync and then set it up again.``` |
|
|
||
| If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. | ||
|
|
||
| 1. Unlink accounts in your Actual budget file. Do this for all accounts linked. The SimpleFIN token is a one-time use token. |
There was a problem hiding this comment.
Suggested change
| 1. Unlink accounts in your Actual budget file. Do this for all accounts linked. The SimpleFIN token is a one-time use token. | |
| 1. Unlink all linked accounts in your Acutal Budget: Click on an account, use the ... (kebab menu) in the top right and choose _Unlink Account_. |
| If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. | ||
|
|
||
| 1. Unlink accounts in your Actual budget file. Do this for all accounts linked. The SimpleFIN token is a one-time use token. | ||
| - **_For an existing account, click on that account, select the ... (kebab menu) in the top right, and choose Unlink account_** |
There was a problem hiding this comment.
Remove this sentence as it's added to the previous.
| 1. Unlink accounts in your Actual budget file. Do this for all accounts linked. The SimpleFIN token is a one-time use token. | ||
| - **_For an existing account, click on that account, select the ... (kebab menu) in the top right, and choose Unlink account_** | ||
|
|
||
| 2. Reset the SimpleFIN credentials by clicking on “+ Add account” at the bottom of the sidebar. |
There was a problem hiding this comment.
Use instructional active voice.
Suggested change
| 2. Reset the SimpleFIN credentials by clicking on “+ Add account” at the bottom of the sidebar. | |
| 2. To reset the SimpleFIN credentials, click on “+ Add account” at the bottom of the sidebar. |
|
|
||
| 3. Select the ... (kebab menu) and chose Reset SimpleFIN credentials | ||
|
|
||
|  |
There was a problem hiding this comment.
Is this the correct screen shot saved in the repo?
|
|
||
|  | ||
|
|
||
| 4. Skip to step 5 in the [SimpleFIN Setup](https://actualbudget.org/docs/experimental/simplefin-sync#simplefin-setup) section to create another App token. |
There was a problem hiding this comment.
Use active voice for instructions.
Suggested change
| 4. Skip to step 5 in the [SimpleFIN Setup](https://actualbudget.org/docs/experimental/simplefin-sync#simplefin-setup) section to create another App token. | |
| 4. To create another app token, skip to step 5 in the [SimpleFIN Setup](/docs/experimental/simplefin-sync#simplefin-setup) section. |
|
|
||
| 4. Skip to step 5 in the [SimpleFIN Setup](https://actualbudget.org/docs/experimental/simplefin-sync#simplefin-setup) section to create another App token. | ||
|
|
||
| 5. Follow the steps in the [Link Accounts to SimpleFIN](https://actualbudget.org/docs/experimental/simplefin-sync#link-accounts-with-simplefin) section to link accounts again. |
There was a problem hiding this comment.
Suggested change
| 5. Follow the steps in the [Link Accounts to SimpleFIN](https://actualbudget.org/docs/experimental/simplefin-sync#link-accounts-with-simplefin) section to link accounts again. | |
| 5. To link accounts again, follow the steps in the [Link Accounts to SimpleFIN](/docs/experimental/simplefin-sync#link-accounts-with-simplefin) section. |
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
Included steps/links on how to remove linking in Actual, SimpleFIN and re-linking