Fixing #490 Improve bank sync instructions #603
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- Moved relevant information from gocardless.md to bank-syn.md and rewrote this to be general. - Fixed header level from 3 to 2 in gocardless.md and simplefin.md.
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Co-authored-by: Matt Fiddaman <[email protected]>
…ns' into 490-Improve-bank-sync-instructions
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| ## Does Actual Sync Automatically With Your Bank? | ||
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| At this moment, it is not yet possible for Actual to automatically sync with your bank. You need to do this manually by going to _All Accounts_ and pressing _Bank Sync_. |
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Just a thought, since the bank sync button is on every linked account page as well, would it make sense to adjust this line a touch more to something like "... by going to your account/All Accounts and pressing Bank Sync" to help indicate that you can do either (batch or individual)?
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That is a good point.
And while I'm at it - add that it's best to do it on the All Accounts page since that will save on the number of syncs rather than on each account. Both GoCardless and SimpleFIN have a maximum number of available syncs over X time.
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Yeah, that sounds good to me. could help with some of the confusion about rate limits per provider
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Agreed. Please add in that you can also sync individual accounts from the respective account page. Its probably good to recommend the all accounts page though.
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That is a good point.
And while I'm at it - add that it's best to do it on the All Accounts page since that will save on the number of syncs rather than on each account. Both GoCardless and SimpleFIN have a maximum number of available syncs over X time.
This isn't strictly true, it won't make any difference to GoCardless rate limits. I don't think it matters to SimpleFin either because their rate limits are pretty lenient, although it will be slower.
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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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This seems not quite right. The keys are stored in the server so it shouldn't matter that much if encryption is enabled or not.
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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. |
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This isn't true. You don't need one for simplefin at least.
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| ## Does Actual Sync Automatically With Your Bank? | ||
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| At this moment, it is not yet possible for Actual to automatically sync with your bank. You need to do this manually by going to _All Accounts_ and pressing _Bank Sync_. |
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Agreed. Please add in that you can also sync individual accounts from the respective account page. Its probably good to recommend the all accounts page though.
| The following process may be more helpful: | ||
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| 1. Set up your account in Actual specifying a correct opening account balance at a recent date. | ||
| 2. Link the account one of the supported providers (GoCardLess or SimpleFIN). |
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Probably add how to do the link process via the account menu.
| @@ -14,7 +14,7 @@ but also addresses some of its limitations. | |||
| One key difference is that traditional envelope budgeting often overlooks fixed expenses like rent, mortgage, | |||
| utility bills, and other regular payments. These fixed costs are crucial and must be accounted for to have a | |||
| complete picture of your finances. Actual Budget ensures that every fixed or variable expense is | |||
| considered. This comprehensive approach makes Actual Budget much more effective than the traditional cash-stuffing method. | |||
| considered. This comprehensive approach makes AB much more effective than the traditional cash-stuffing method. | |||
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Is this file diff from the other recent PR? It all looks the same.
Issue link: #490