<%= 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

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

Historical Data Range:

<%= form.date_field :sync_start_date, label: "Start syncing transactions from:", value: @simplefin_item.sync_start_date || 1.year.ago.to_date, min: 3.years.ago.to_date, max: Date.current, class: "w-full max-w-xs", help_text: "Select how far back you want to sync transaction history. Maximum 3 years of history available." %>

<% @simplefin_accounts.each do |simplefin_account| %>

<%= simplefin_account.name %> <% if simplefin_account.org_data.present? && simplefin_account.org_data['name'].present? %> • <%= simplefin_account.org_data["name"] %> <% end %>

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" %> <% inferred = @inferred_map[simplefin_account.id] || {} %> <% selected_type = inferred[:confidence] == :high ? inferred[:type] : "skip" %> <%= select_tag "account_types[#{simplefin_account.id}]", options_for_select(@account_type_options, selected_type), { class: "appearance-none bg-container border border-primary rounded-md px-3 py-2 text-sm leading-6 text-primary focus:border-primary focus:ring-1 focus:ring-primary focus:outline-none w-full", data: { action: "change->account-type-selector#updateSubtype" } } %>

<% @subtype_options.each do |account_type, subtype_config| %> <%= render "subtype_select", account_type: account_type, subtype_config: subtype_config, simplefin_account: simplefin_account %> <% end %>

<% end %>