<% content_for :title, "Set Up SimpleFin Accounts" %> <%= render DS::Dialog.new do |dialog| %> <% dialog.with_header(title: "Set Up Your SimpleFin Accounts") do %>
<%= icon "building-2", class: "text-primary" %> Choose the correct account types for your imported accounts
<% end %> <% dialog.with_body do %> <%= form_with url: complete_account_setup_simplefin_item_path(@simplefin_item), method: :post, local: true, data: { turbo: false }, class: "space-y-6" do |form| %>
<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>

Choose the correct account type for each SimpleFin account:

  • Checking or Savings - Regular bank accounts
  • Credit Card - Credit card accounts
  • Investment - Brokerage, 401(k), IRA accounts
  • Loan or Mortgage - Debt accounts
  • Other Asset - Everything else
<% @simplefin_accounts.each do |simplefin_account| %>

<%= simplefin_account.name %>

Balance: <%= number_to_currency(simplefin_account.current_balance || 0, unit: simplefin_account.currency) %>

<%= label_tag "account_types[#{simplefin_account.id}]", "Account Type:", class: "block text-sm font-medium text-primary mb-2" %> <%= select_tag "account_types[#{simplefin_account.id}]", options_for_select(@account_type_options), { class: "w-full px-3 py-2 border border-primary rounded-lg focus:ring-2 focus:ring-blue-600 focus:border-blue-600", data: { action: "change->account-type-selector#updateSubtype" } } %>
<% end %>
<%= form.submit "Create Accounts", class: "flex-1 bg-blue-600 text-white px-4 py-2 rounded-lg font-medium hover:bg-blue-700 focus:ring-2 focus:ring-blue-600 focus:ring-offset-2" %> <%= link_to "Cancel", simplefin_items_path, class: "px-4 py-2 text-secondary hover:text-primary" %>
<% end %> <% end %> <% end %>