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>
This commit is contained in:
shall0pass
2023-08-10 10:47:46 -05:00
committed by GitHub
parent ae2bedd681
commit 9ee18ad59a
10 changed files with 21 additions and 20 deletions

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@@ -9,6 +9,7 @@ categorygroup
clsx
codemirror
commandlet
Cardless
Crd
crdt
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
You can also add an account using the `+ Add account` button in the sidebar.
Two successive screens will appear with boxes asking you to fill in a few options
- Create a Local Account or Link to Nordigen (See [Connecting Your Bank](https://actualbudget.org/docs/advanced/bank-sync))
- Create a Local Account or Link to GoCardless (See [Connecting Your Bank](https://actualbudget.org/docs/advanced/bank-sync))
- Give your account a name
- Is the account on or off budget
- 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
### Supported Providers
Nordigen
GoCardless
### Nordigen Setup
### GoCardless Setup
**Create SECRET and KEY for Actual**
1. Create an account with Nordigen - https://nordigen.com/
2. Log into your account dashboard page and select **User secrets** from the left side menu - https://ob.nordigen.com/user-secrets/
1. Create an account with GoCardless - https://bankaccountdata.gocardless.com/overview/
2. Log into your account dashboard at the same URL and select **Project->User secrets** from the left side menu
![](/static/img/connecting-your-bank/connecting-your-bank-nordigen-01.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-01.png)
3. Click on the '+ create new' button at the bottom left or click the 'Create new Secrets' button the top right
3. Click on the '+ create new' button at the bottom left.
- Make sure you download your secrets file since the **key** will not be available to you again in the account dashboard
- These secrets will be used in Actual to make the bank sync connection
![](/static/img/connecting-your-bank/connecting-your-bank-nordigen-02.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-02.png)
4. Enter a name for your secrets and click Create.
_This is only for you to easily identify them in the Nordigen User secrets overview_
_This is only for you to easily identify them in the GoCardless User secrets overview_
![](/static/img/connecting-your-bank/connecting-your-bank-nordigen-03.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-03.png)
5. Download this file and keep it on your computer.
![](/static/img/connecting-your-bank/connecting-your-bank-nordigen-04.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-04.png)
6. 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 “Set-up Nordigen for bank-sync.”
7. Click “Set-up GoCardless for bank-sync.”
![](/static/img/connecting-your-bank/connecting-your-bank-nordigen-05@2x.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-05.png)
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.
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.
![](/static/img/connecting-your-bank/connecting-your-bank-nordigen-06@2x.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-06.png)
### Link Accounts with Nordigen
### Link Accounts with GoCardless
1. Add the link to your accounts in actual (Existing or New)
@@ -75,19 +75,19 @@ Nordigen
![](/static/img/connecting-your-bank/connecting-your-bank-04.png)
4. Clicking Link bank in browser will redirect you to a new tab to grant access to your bank for Nordigen
4. Clicking Link bank in browser will redirect you to a new tab to grant access to your bank for GoCardless
![](/static/img/connecting-your-bank/connecting-your-bank-05.png)
5. Select **I agree** to continue with setting up the connection
![](/static/img/connecting-your-bank/connecting-your-bank-06.png)
![](/static/img/connecting-your-bank/connecting-your-bank-gocardless-07.png)
6. If your connection was a success, you will be able to click on the continue button which allows Nordigen to connect
6. If your connection was a success, you will be able to click on the continue button which allows GoCardless to connect
![](/static/img/connecting-your-bank/connecting-your-bank-07.png)
7. A progress indicator will display while Nordigen connects to your bank to get a list of your accounts
7. A progress indicator will display while GoCardless connects to your bank to get a list of your accounts
![](/static/img/connecting-your-bank/connecting-your-bank-08.png)

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