Allow users to connect their own SimpleFIN Bridge account to sync read-only bank transactions. Each user manages their own connection from the Data page — no bank credentials are stored.
Allow users to connect SimpleFIN
When enabled, users see a Bank Sync section on their Data page.
Auto-sync interval
How often the background worker checks for new transactions.
Transaction history
How far back to fetch transactions. Maximum 90 days — this is a hard limit imposed by SimpleFIN Bridge and cannot be exceeded.
Auto-sync worker
Status
{worker.running ? 'Running' : 'Idle'}
Last run
{worker.last_run_at ? timeAgo(worker.last_run_at) : '—'}
Next run
{worker.next_run_at ? `in ${timeUntil(worker.next_run_at)}` : '—'}
SimpleFIN credentials are encrypted with a key stored in your database. Regular database backups preserve all user connections.