From 81b7305f5f5c3820faf647212478db426a117c14 Mon Sep 17 00:00:00 2001 From: Robert Dyer Date: Tue, 20 Aug 2024 14:36:53 -0500 Subject: [PATCH] Add FAQ entry on how to add GoCardless bank to limited history list. (#435) Provides steps to contribute to the GoCardless list of banks with limited (90 day) historical data. --- docs/advanced/bank-sync.md | 16 ++++++++++++++++ 1 file changed, 16 insertions(+) diff --git a/docs/advanced/bank-sync.md b/docs/advanced/bank-sync.md index 1afbf3103b..60e3e08976 100644 --- a/docs/advanced/bank-sync.md +++ b/docs/advanced/bank-sync.md @@ -133,3 +133,19 @@ In the free tier, you can sync 50 times per month. If you sync to two different For more information, see the [Bank Account Data API Usage](https://bankaccountdata.zendesk.com/hc/en-gb/articles/11528933493916-Bank-Account-Data-API-Usage-how-is-your-usage-number-calculated) topic in the GoCardless FAQ. +**What if my bank only supports 90 days of historical data?** +If your bank limits the amount of historical data you can fetch, you need to add your bank to the list of such banks in the Actual server code. + +To achieve this: + +1. Read the instructions about integrating with GoCardless: https://github.com/actualbudget/actual-server/blob/master/src/app-gocardless/README.md +2. Toward the top is a link to the Google Docs containing data points for the GoCardless integration. Locate your bank's ID in the document. +3. Fork the Actual server repository: https://github.com/actualbudget/actual-server/fork +4. Edit the file `src/app-gocardless/bank-factory.js`. +5. Add your bank's ID (from the Google Docs) to the `BANKS_WITH_LIMITED_HISTORY` list. +6. Commit your changes and push to your fork. +7. Create a pull request to the main Actual server repository. +8. Add a release note in `upcoming-release-notes/` describing your change (see [writing good release notes](/docs/contributing/#writing-good-release-notes)). +9. Commit your changes and push to your fork. + +Once reviewed, the maintainers will comment on the pull request and merge it if acceptable. The change would then be available in the next release of the software.