<% content_for :title, "Add SimpleFin Connection" %> <%= render DS::Dialog.new do |dialog| %> <% dialog.with_header(title: "Add SimpleFin Connection") %> <% dialog.with_body do %> <% if @error_message.present? %> <%= render DS::Alert.new(message: @error_message, variant: :error) %> <% end %> <%= styled_form_with model: @simplefin_item, local: true, data: { turbo: false }, class: "flex flex-col gap-4 justify-between grow text-primary" do |form| %>
<%= form.text_area :setup_token, label: "SimpleFin Setup Token", placeholder: "Paste your SimpleFin setup token here...", rows: 4, required: true %>

Get your setup token from <%= link_to "SimpleFin Bridge", "https://bridge.simplefin.org/simplefin/create", target: "_blank", class: "text-link underline" %>

<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>

How to get your setup token:

  1. Visit <%= link_to "SimpleFin Bridge", "https://bridge.simplefin.org/simplefin/create", target: "_blank", class: "text-link underline" %>
  2. Connect your bank account using your online banking credentials
  3. Copy the SimpleFin setup token that appears (it will be a long Base64-encoded string)
  4. Paste it above and click "Add Connection"

Note: Setup tokens can only be used once. If the connection fails, you'll need to create a new token.

<%= form.submit "Add Connection" %> <% end %> <% end %> <% end %>