[WIP] added relinking section #437
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Included steps/links on how to remove linking in Actual, SimpleFIN and re-linking
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Created a section at the bottom to include instructions on how to unlink, re-link in Actual
RubenOlsen
requested changes
Aug 19, 2024
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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. |
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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.``` |
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| If you restore an Actual Budget file, it is recommended to unlink and setup the linking again. | ||
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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. |
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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. | |
| 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. | ||
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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. | ||
| - **_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.
| 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_** | ||
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| 2. Reset the SimpleFIN credentials by clicking on “+ Add account” at the bottom of the sidebar. |
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Use instructional active voice.
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| 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. |
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| 3. Select the ... (kebab menu) and chose Reset SimpleFIN credentials | ||
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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. |
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Use active voice for instructions.
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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. | |
| 4. To create another app token, skip to step 5 in the [SimpleFIN Setup](/docs/experimental/simplefin-sync#simplefin-setup) section. |
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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. | ||
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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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| 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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Included steps/links on how to remove linking in Actual, SimpleFIN and re-linking