Managing SimpleFIN connections

The Settings → Connections page is where you add, replace, or remove the SimpleFIN connection that syncs your bank accounts.

What's on the page

When connected, you see:

• Status (Connected / Connection issue) and the last successful sync time.
• A Reset Connection button — re-paste a fresh setup token without losing your data.
• A Remove button — drop the connection but keep historical transactions.

Adding your first connection

If no bank is connected yet, the page shows Connect a bank. Click it, then:

1. Open SimpleFIN (beta-bridge.simplefin.org) in a new tab.
2. Sign in or create a SimpleFIN account.
3. Add a connection inside SimpleFIN, naming it MoneyVue.
4. Pick the institutions and accounts to sync.
5. Copy the setup token SimpleFIN gives you.
6. Paste the token into MoneyVue and click Connect.

The first sync runs automatically.

Reconnecting (rotating the setup token)

Use Reset Connection when:

• SimpleFIN reports an expired or revoked token.
• You changed which institutions are linked at SimpleFIN.
• Sync has been failing for several days.

Pasting a new token replaces the old one. Existing transactions stay; new syncs use the new token. You don't lose history.

Removing a connection

Click Remove to drop the link to SimpleFIN. After confirmation:

• Automatic syncing stops.
• Existing transactions and accounts stay in MoneyVue.
• You can keep using the app manually or reconnect later.

Sync errors

A red status icon and "Connection issue" mean SimpleFIN reported a problem on the last sync. Common causes: expired bank credentials, MFA challenge from the bank, or SimpleFIN itself being down. See Sync errors.

FAQ

Can I have multiple SimpleFIN connections? The setting is one-per-MoneyVue-account today. If you have accounts at multiple institutions, link them all in a single SimpleFIN connection — SimpleFIN supports many institutions per connection.

Will resetting a token cost me transaction history? No. The setup-token rotation is just a credential refresh. Transactions are stored in MoneyVue and stay there.

What if SimpleFIN itself is down? Sync fails until SimpleFIN recovers. Status updates automatically once the next sync succeeds.