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Joined 4 months ago
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Cake day: August 4th, 2024

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  • The message you’re reading applies to the checkbox above for encryption, not the preferences url. The preferences key only needs to be set if you want to encrypt the configuration URL, it doesn’t affect what OP wants to do.

    My memory is a bit fuzzy because I switched to Searxng after playing with Whoogle briefly, but I thought Whoogle stored preferences in a cookie or something similar; the preferences URL is for when you want to transfer the preferences for your current machine to another. So OP is misunderstanding what it’s for.

    OP: if your preferences aren’t sticking, are you maybe blocking cookies entirely or something? I’m pretty sure you shouldn’t need to do anything with the preferences URL for your preferences to stick if everything is set up correctly, it’s only for transferring your preferences to another machine.







  • Has worked really well for me. Like I mentioned I’ve had a couple instances where the banks change their login flow and I had to open a support ticket to get it fixed, but they (SimpleFIN) were very responsive in working on it when I opened a support request and had it fixed within a couple days. Two of my accounts also have to be re-authenticated every time I wanna pull data into Actual, but that’s also the banks’ fault and it’s not that big of a deal to do.

    As for integration with Actual is basically flawless and just works. Setup is super easy, just paste in a token from SimpleFIN and boom you see all the accounts you have linked and can attach them to accounts in Actual. Sync is rock solid too, I don’t have any issues with it messing up transactions with duplicates etc.


  • It varies by bank but for all mine you have to use the username and password unfortunately. My understanding is that it’s just how the underlying bank APIs work in general, because that’s what I have to do when I link accounts for my banks elsewhere too, not just in SimpleFIN. I don’t think they actually store your credentials though, I think it proxies it to the bank login and then caches a token. You can probably ask their support about the details if you’re concerned, they have been pretty responsive to me and willing to answer technical questions.

    It does support investment accounts, I have my retirement and investment accounts in there. It supports just about every account I have, actually, credit cards included which is super handy. I think it’s all read-only access through, so you can only use it to import data not make new transactions.