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- removed simplefin from experimental tab - added mention of simplefin in bank-sync - split bank-sync into gocardless and simplefin - created dropdown for bank-sync - proofreaded punctuation & image alignment in gocardless and simplefin guides Fixes https://github.com/actualbudget/docs/issues/452, https://github.com/actualbudget/docs/pull/453 and fixes https://github.com/actualbudget/docs/issues/454 I'm not sure why https://github.com/actualbudget/docs/issues/458 got closed, so I'm making a new one here. --------- Co-authored-by: youngcw <calebyoung94@gmail.com> Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
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Connecting Your Bank
We are excited to offer optional bank integration in Actual. Here are a couple of considerations to know about before making the decision to use bank sync in your installation of Actual Budget.
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This integration relies on you providing your own API credentials that you will need to get by signing up with the service provider and Generate Keys and Secrets that will be used in Actual.
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The integration only works if you are using actual-server.
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The Secrets and Keys are stored in your Actual installed version so it is highly recommended to turn on End to End encryption and create a strong passphrase to encrypt your files.
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You will need to add a config file to your installation.
Supported Providers
- GoCardless (European Banks)
- SimpleFIN Bridge (North American Banks)