Updated text to GoCardless (#254)
I don't have a GoCardless account to update the images. Have the images fundamentally changed (besides saying GoCardless instead of Nordigen)? --------- Co-authored-by: Johannes Löthberg <johannes@kyriasis.com>
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.github/actions/spelling/allow/keywords.txt
vendored
@@ -9,6 +9,7 @@ categorygroup
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clsx
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codemirror
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commandlet
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Cardless
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Crd
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crdt
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creditcards
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@@ -19,7 +19,7 @@ You can add an account to your budget at any time, however when you first instal
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You can also add an account using the `+ Add account` button in the sidebar.
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Two successive screens will appear with boxes asking you to fill in a few options
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- Create a Local Account or Link to Nordigen (See [Connecting Your Bank](https://actualbudget.org/docs/advanced/bank-sync))
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- Create a Local Account or Link to GoCardless (See [Connecting Your Bank](https://actualbudget.org/docs/advanced/bank-sync))
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- Give your account a name
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- Is the account on or off budget
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- The current account balance
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@@ -17,45 +17,45 @@ We are excited to offer this optional bank integration in Actual. Here are a cou
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### Supported Providers
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Nordigen
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GoCardless
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### Nordigen Setup
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### GoCardless Setup
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**Create SECRET and KEY for Actual**
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1. Create an account with Nordigen - https://nordigen.com/
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2. Log into your account dashboard page and select **User secrets** from the left side menu - https://ob.nordigen.com/user-secrets/
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1. Create an account with GoCardless - https://bankaccountdata.gocardless.com/overview/
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2. Log into your account dashboard at the same URL and select **Project->User secrets** from the left side menu
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3. Click on the '+ create new' button at the bottom left or click the 'Create new Secrets' button the top right
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3. Click on the '+ create new' button at the bottom left.
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- Make sure you download your secrets file since the **key** will not be available to you again in the account dashboard
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- These secrets will be used in Actual to make the bank sync connection
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4. Enter a name for your secrets and click Create.
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_This is only for you to easily identify them in the Nordigen User secrets overview_
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_This is only for you to easily identify them in the GoCardless User secrets overview_
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5. Download this file and keep it on your computer.
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6. Back in Actual, click on “+ Add account” at the bottom of the sidebar.
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7. Click “Set-up Nordigen for bank-sync.”
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7. Click “Set-up GoCardless for bank-sync.”
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8. You will be asked to enter your Nordigen secret ID and secret key. These values will be saved on the server, so you will only need to enter them once.
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8. You will be asked to enter your GoCardless secret ID and secret key. These values will be saved on the server, so you will only need to enter them once.
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### Link Accounts with Nordigen
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### Link Accounts with GoCardless
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1. Add the link to your accounts in actual (Existing or New)
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@@ -75,19 +75,19 @@ Nordigen
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4. Clicking Link bank in browser will redirect you to a new tab to grant access to your bank for Nordigen
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4. Clicking Link bank in browser will redirect you to a new tab to grant access to your bank for GoCardless
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5. Select **I agree** to continue with setting up the connection
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6. If your connection was a success, you will be able to click on the continue button which allows Nordigen to connect
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6. If your connection was a success, you will be able to click on the continue button which allows GoCardless to connect
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7. A progress indicator will display while Nordigen connects to your bank to get a list of your accounts
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7. A progress indicator will display while GoCardless connects to your bank to get a list of your accounts
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