Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom

[WIP] added relinking section #437

Closed
wants to merge 6 commits into from
Closed

[WIP] added relinking section #437

Changes from 1 commit
Commits
Show all changes
6 commits
Select commit Hold shift + click to select a range
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
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
29 changes: 24 additions & 5 deletions docs/experimental/simplefin-sync.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -11,7 +11,7 @@

**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 @@

![](/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).
RubenOlsen marked this conversation as resolved.
Show resolved Hide resolved

![](/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.
RubenOlsen marked this conversation as resolved.
Show resolved Hide resolved

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

Expand Down Expand Up @@ -103,3 +103,22 @@
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
Fixed Show fixed Hide fixed

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_**
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

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.
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

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)
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

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.
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

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.
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

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.

Loading