From f026ef242fb4d0e7d125d4d96fdf801af75d0323 Mon Sep 17 00:00:00 2001 From: natrlhy Date: Sat, 17 Aug 2024 21:02:33 -0700 Subject: [PATCH 1/5] added relinking section Included steps/links on how to remove linking in Actual, SimpleFIN and re-linking --- docs/experimental/simplefin-sync.md | 29 ++++++++++++++++++++++++----- 1 file changed, 24 insertions(+), 5 deletions(-) diff --git a/docs/experimental/simplefin-sync.md b/docs/experimental/simplefin-sync.md index 1543f42f8..8682f88b4 100644 --- a/docs/experimental/simplefin-sync.md +++ b/docs/experimental/simplefin-sync.md @@ -11,7 +11,7 @@ All functionality described here may not be available in the latest stable relea **Generate Setup Token for Actual** -1. Create an account with SimpleFIN Bridge - https://beta-bridge.simplefin.org/ , by clicking "Get Started" and entering your email address. +1. Create an account with [SimpleFIN Bridge](https://beta-bridge.simplefin.org/) by clicking "Get Started" and entering your email address. ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-01.png) @@ -32,19 +32,19 @@ All functionality described here may not be available in the latest stable relea ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-03.png) -5. Save the generated Setup Token someplace safe (one-time use only). +6. Save the generated Setup Token someplace safe (one-time use only). ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-04.png) -6. Back in Actual, click on “+ Add account” at the bottom of the sidebar. +7. Back in Actual, click on “+ Add account” at the bottom of the sidebar. ![](/static/img/connecting-your-bank/connecting-your-bank-02.png) -7. Click “Link bank account with SimpleFIN .” +8. Click “Link bank account with SimpleFIN .” ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-05.png) -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. ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-06.png) @@ -103,3 +103,22 @@ To reset your SimpleFIN setup token: 3. Click "Reset SimpleFIN credentials". You will then need to obtain a new setup token from SimpleFIN and enter it into Actual. + +### Resovling SimpleFIN sync issues + +If you restore an Actual Budget file, it is best to reconfigure and setup the linking again. + +1. Unlink accounts in Actual Budget. 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. + + ![](/static/img/connecting-your-bank/connecting-your-bank-02.png) + +3. Select the ... (kebab menu) and chose Reset SimpleFIN credentials + + ![Screenshot 2024-08-17 164607](https://github.com/user-attachments/assets/a9c726da-cb5f-4188-915c-27fca3ee5cb7) + +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. From c7dc4a32f1593e2fc45f00ec7a4e709c790d49d3 Mon Sep 17 00:00:00 2001 From: natrlhy Date: Sat, 17 Aug 2024 21:10:26 -0700 Subject: [PATCH 2/5] added resolving sync section Created a section at the bottom to include instructions on how to unlink, re-link in Actual --- docs/experimental/simplefin-sync.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/experimental/simplefin-sync.md b/docs/experimental/simplefin-sync.md index 8682f88b4..5f41792cc 100644 --- a/docs/experimental/simplefin-sync.md +++ b/docs/experimental/simplefin-sync.md @@ -104,7 +104,7 @@ To reset your SimpleFIN setup token: You will then need to obtain a new setup token from SimpleFIN and enter it into Actual. -### Resovling SimpleFIN sync issues +### Resolving SimpleFIN sync issues If you restore an Actual Budget file, it is best to reconfigure and setup the linking again. From 9a7986af12f0c738b6b6400edb140beeb968cdcc Mon Sep 17 00:00:00 2001 From: natrlhy Date: Sat, 17 Aug 2024 21:29:51 -0700 Subject: [PATCH 3/5] Created Relinking Section for sync issues --- docs/experimental/simplefin-sync.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/experimental/simplefin-sync.md b/docs/experimental/simplefin-sync.md index 5f41792cc..c22c0d60c 100644 --- a/docs/experimental/simplefin-sync.md +++ b/docs/experimental/simplefin-sync.md @@ -106,9 +106,9 @@ You will then need to obtain a new setup token from SimpleFIN and enter it into ### Resolving SimpleFIN sync issues -If you restore an Actual Budget file, it is best to reconfigure and setup the linking again. +If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. -1. Unlink accounts in Actual Budget. Do this for all accounts linked. The SimpleFIN token is a one-time use token. +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. From 1b4f5c7b6e572563c70ee6cc9ffd130861e720b0 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Ruben=20Olsen=20L=C3=A6rk?= Date: Sun, 6 Oct 2024 19:38:12 +0200 Subject: [PATCH 4/5] Taking over this PR - to get it out the door. --- docs/experimental/simplefin-sync.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/experimental/simplefin-sync.md b/docs/experimental/simplefin-sync.md index c22c0d60c..7bca18dc1 100644 --- a/docs/experimental/simplefin-sync.md +++ b/docs/experimental/simplefin-sync.md @@ -32,7 +32,7 @@ All functionality described here may not be available in the latest stable relea ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-03.png) -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. ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-04.png) From af99592f72b3c5a097eb6e801979ea80a9ae618d Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Ruben=20Olsen=20L=C3=A6rk?= Date: Sun, 6 Oct 2024 19:38:26 +0200 Subject: [PATCH 5/5] Taking over this PR - to get it out the door. --- docs/experimental/simplefin-sync.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/experimental/simplefin-sync.md b/docs/experimental/simplefin-sync.md index 7bca18dc1..cab68182b 100644 --- a/docs/experimental/simplefin-sync.md +++ b/docs/experimental/simplefin-sync.md @@ -44,7 +44,7 @@ All functionality described here may not be available in the latest stable relea ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-05.png) -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. ![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-06.png)