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[WIP] added relinking section #437

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[WIP] added relinking section #437

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f026ef2
added relinking section
natrlhy Aug 18, 2024
c7dc4a3
added resolving sync section
natrlhy Aug 18, 2024
9a7986a
Created Relinking Section for sync issues
natrlhy Aug 18, 2024
67913ed
Merge branch 'master' into patch-1
RubenOlsen Sep 14, 2024
1b4f5c7
Taking over this PR - to get it out the door.
RubenOlsen Oct 6, 2024
af99592
Taking over this PR - to get it out the door.
RubenOlsen Oct 6, 2024
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29 changes: 24 additions & 5 deletions docs/experimental/simplefin-sync.md
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Expand Up @@ -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)

Expand All @@ -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).
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![](/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.
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![](/static/img/connecting-your-bank/connecting-your-bank-simplefin-06.png)

Expand Down Expand Up @@ -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.

### Resolving SimpleFIN sync issues

If you restore an Actual Budget file, it is recommended to unlink and setup the linking again.
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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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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.```


1. Unlink accounts in your Actual budget file. Do this for all accounts linked. The SimpleFIN token is a one-time use token.
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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_.

- **_For an existing account, click on that account, select the ... (kebab menu) in the top right, and choose Unlink account_**
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Remove this sentence as it's added to the previous.


2. Reset the SimpleFIN credentials by clicking on “+ Add account” at the bottom of the sidebar.
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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.


![](/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)
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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.
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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.


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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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.

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