Setup instructions:
- Visit SimpleFIN Bridge to get your one-time setup token
- Paste the token below and click the Save button to enable SimpleFIN bank data sync
- After a successful connection, go to the Accounts tab to set up new accounts and link them to your existing ones
Field descriptions:
- Setup Token: Your SimpleFIN one-time setup token from SimpleFIN Bridge (consumed on first use)
<% if defined?(@error_message) && @error_message.present? %>
<% end %>
<%= styled_form_with model: SimplefinItem.new,
url: simplefin_items_path,
scope: :simplefin_item,
method: :post,
data: { turbo: true },
class: "space-y-3" do |form| %>
<%= form.text_field :setup_token,
label: "Setup Token",
placeholder: "Paste SimpleFIN setup token",
type: :password %>
<%= form.submit "Save Configuration",
class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 focus:outline-none focus:ring-2 focus:ring-gray-900 focus:ring-offset-2 transition-colors" %>
<% end %>
<% if @simplefin_items&.any? %>
Configured and ready to use. Visit the Accounts tab to manage and set up accounts.
<% else %>
Not configured
<% end %>