From 0fa1fbd6505b94dd8cba8ced032a8ad7de903e84 Mon Sep 17 00:00:00 2001
From: Oscar <40099755+oscargws@users.noreply.github.com>
Date: Tue, 28 Jul 2026 14:42:57 +1000
Subject: [PATCH] add redbark setup guide to hosting docs (#2817)

- new docs/hosting/redbark.md covering account setup, api keys, linking and sync behaviour
- listed redbark in the onboarding guide's provider integrations
---
 docs/hosting/redbark.md  | 53 ++++++++++++++++++++++++++++++++++++++++
 docs/onboarding/guide.md |  1 +
 2 files changed, 54 insertions(+)
 create mode 100644 docs/hosting/redbark.md

diff --git a/docs/hosting/redbark.md b/docs/hosting/redbark.md
new file mode 100644
index 000000000..91d14767d
--- /dev/null
+++ b/docs/hosting/redbark.md
@@ -0,0 +1,53 @@
+# Setting Up Redbark (Australian Banks)
+
+[Redbark](https://redbark.com) connects Australian bank accounts to Sure through the [Consumer Data Right](https://www.cdr.gov.au/) (CDR) open banking framework. Data flows one way, from your banks into Sure, using read-only consented access.
+
+> [!NOTE]
+> Redbark covers Australian institutions (banks under the CDR regime). If you're outside Australia, see the other provider integrations in the [onboarding guide](/docs/onboarding/guide.md).
+
+## 1. Create Your Redbark Account
+
+1. Go to [app.redbark.com](https://app.redbark.com) and sign up.
+2. Connect your bank accounts. You'll be taken through your bank's official consent flow, so Redbark never sees your bank login.
+
+## 2. Create an API Key
+
+> [!NOTE]
+> API access requires a Redbark Developer or Professional plan. It is not available on the Saver plan.
+
+1. In Redbark, go to **Settings > API Keys**.
+2. Create a new key and copy it. It is only shown once.
+
+## 3. Add Redbark to Sure
+
+1. In Sure, go to **Settings > Providers** and find the **Redbark** panel.
+2. Paste your API key and save.
+3. Your connected bank accounts will appear for setup. Link each one to an existing Sure account or create a new account from it. Accounts you don't want in Sure can be skipped.
+
+## 4. Syncing
+
+- The first sync pulls 90 days of history for each linked account (or from the start date you pick during setup).
+- Later syncs are incremental, with a 7 day lookback to catch late-posting transactions.
+- Balances come from your bank via Redbark on every sync.
+- Transactions are deduplicated by their Redbark transaction id, so re-syncing never creates duplicates.
+
+### Pending transactions
+
+By default only posted transactions are imported. To also import pending transactions, set:
+
+```
+REDBARK_INCLUDE_PENDING=true
+```
+
+When a pending transaction settles, the posted version replaces it automatically.
+
+## Troubleshooting
+
+**Connection requires update**
+Your API key was revoked or expired. Create a new key in Redbark and update it in the Sure provider panel.
+
+**An account is missing**
+Only banking accounts are synced. Brokerage accounts connected to Redbark are not imported by this integration. Also check the account's consent is still active in Redbark under **Settings > Consents**.
+
+**Sync errors**
+Provider sync failures are captured in Sure's debug log (super admin: **Settings > Debug**), including counts of skipped and failed rows.
diff --git a/docs/onboarding/guide.md b/docs/onboarding/guide.md
index 45718ea6e..930ab993f 100644
--- a/docs/onboarding/guide.md
+++ b/docs/onboarding/guide.md
@@ -38,6 +38,7 @@ When you arrive at the main dashboard, showing **No accounts yet**, you're all s
 > 
 > - [**Lunch Flow**](https://www.lunchflow.app/)
 > - [**Plaid**](/docs/hosting/plaid.md)
+> - [**Redbark**](/docs/hosting/redbark.md) (Australian banks)
 > - [**SimpleFIN**](https://beta-bridge.simplefin.org/)
 > - [**Enable Banking**](https://enablebanking.com/) (beta)
 > - [**CoinStats**](https://coinstats.app/) (beta)