diff --git a/packages/docs/docs/advanced/bank-sync.md b/packages/docs/docs/advanced/bank-sync.md index afce8718be..0f9349408b 100644 --- a/packages/docs/docs/advanced/bank-sync.md +++ b/packages/docs/docs/advanced/bank-sync.md @@ -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) diff --git a/packages/docs/docs/advanced/bank-sync/enable-banking.md b/packages/docs/docs/advanced/bank-sync/enable-banking.md new file mode 100644 index 0000000000..498a53ce7d --- /dev/null +++ b/packages/docs/docs/advanced/bank-sync/enable-banking.md @@ -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.