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[WIP] added relinking section #437
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@@ -11,7 +11,7 @@ All functionality described here may not be available in the latest stable relea | |||||
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**Generate Setup Token for Actual** | ||||||
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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. | ||||||
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![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-01.png) | ||||||
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@@ -32,19 +32,19 @@ All functionality described here may not be available in the latest stable relea | |||||
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![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-03.png) | ||||||
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5. Save the generated Setup Token someplace safe (one-time use only). | ||||||
6. Save the generated Setup Token someplace safe (one-time use only). | ||||||
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![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-04.png) | ||||||
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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. | ||||||
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![](/static/img/connecting-your-bank/connecting-your-bank-02.png) | ||||||
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7. Click “Link bank account with SimpleFIN .” | ||||||
8. Click “Link bank account with SimpleFIN .” | ||||||
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![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-05.png) | ||||||
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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. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Simplify this sentence. Proposed wording:
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![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-06.png) | ||||||
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@@ -103,3 +103,22 @@ To reset your SimpleFIN setup token: | |||||
3. Click "Reset SimpleFIN credentials". | ||||||
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You will then need to obtain a new setup token from SimpleFIN and enter it into Actual. | ||||||
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### Resolving SimpleFIN sync issues | ||||||
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If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. It's better to tell people who are unsure of what to do than to suggest what to do :-) Proposed rewrite:
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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. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more.
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- **_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. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Remove this sentence as it's added to the previous. |
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2. Reset the SimpleFIN credentials by clicking on “+ Add account” at the bottom of the sidebar. | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Use instructional active voice.
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![](/static/img/connecting-your-bank/connecting-your-bank-02.png) | ||||||
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3. Select the ... (kebab menu) and chose Reset SimpleFIN credentials | ||||||
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![Screenshot 2024-08-17 164607](https://github.com/user-attachments/assets/a9c726da-cb5f-4188-915c-27fca3ee5cb7) | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Is this the correct screen shot saved in the repo? |
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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. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Use active voice for instructions.
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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. | ||||||
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Since it is a one-time token, this sentence seems slightly odd.
Proposed wording: