diff --git a/.github/actions/spelling/allow/keywords.txt b/.github/actions/spelling/allow/keywords.txt index ea06c8510c..edcc38f9c7 100644 --- a/.github/actions/spelling/allow/keywords.txt +++ b/.github/actions/spelling/allow/keywords.txt @@ -9,6 +9,7 @@ categorygroup clsx codemirror commandlet +Cardless Crd crdt creditcards diff --git a/docs/accounts/index.md b/docs/accounts/index.md index 9411386c1e..945dabf9ee 100644 --- a/docs/accounts/index.md +++ b/docs/accounts/index.md @@ -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 diff --git a/docs/advanced/bank-sync.md b/docs/advanced/bank-sync.md index 9e858b284d..383701aec9 100644 --- a/docs/advanced/bank-sync.md +++ b/docs/advanced/bank-sync.md @@ -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. 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