Add initial docs for Enable Banking (#7961)

* Add initial docs for Enable Banking

* Delete upcoming-release-notes/7961.md
This commit is contained in:
Mats Nilsson
2026-06-01 09:49:42 +00:00
committed by GitHub
parent 773c46f68e
commit e3ba87f92a
2 changed files with 24 additions and 0 deletions
+1
View File
@@ -13,6 +13,7 @@ Here are a couple of considerations to know about before making the decision to
## Supported Providers
- [Enable Banking](/docs/advanced/bank-sync/enable-banking) (European Banks)
- GoCardless [BankAccountData](/docs/advanced/bank-sync/gocardless/) (European Banks, **not accepting new accounts**)
- [SimpleFIN Bridge](/docs/advanced/bank-sync/simplefin) (North American Banks)
- [Pluggy.ai](/docs/advanced/bank-sync/pluggyai) (Brazilian Banks)
@@ -0,0 +1,23 @@
# Enable Banking Setup
:::warning
This is an **experimental feature**. That means we're still working on finishing it. There may be bugs, missing functionality or incomplete documentation, and we may decide to remove the feature in a future release. If you have any feedback, please [open an issue](https://github.com/actualbudget/actual/issues) or post a message in the Discord.
:::
:::warning
All functionality described here may not be available in the latest stable release. See [Experimental Features](/docs/experimental/) for instructions to enable experimental features. Use the `nightly` images for the latest implementation.
:::
To set up Enable Banking, start by creating and signing in to your account: https://enablebanking.com/sign-in/
Create a new application: https://enablebanking.com/cp/applications. Select **Production** and make sure the redirect URL uses `https` and your domain.
```text
Application Name: Actualbudget
Allowed redirect URLs: https://actualbudget.example.com/enablebanking/auth_callback
```
Press **Register**, then link the accounts you want in the Enable Banking interface. Copy the Application ID (`12345678-1234-1234-1234-123456789012`) before going back to Actual Budget.
Go to **More → Bank Sync**, choose **Set up Enable Banking**, paste the App ID, and upload the credential file.
Now go to an Actual Budget account and select **Link account → Enable Banking**. Select your country and bank, then follow the prompts to link your account.