Dashboard
Accounts
Transactions
Settings
Profile
Auto Sync
Free Plan
Settings
Manage your settings and preferences.
Profile
Data Providers
Subscription
Teller
Simple Fin
Plaid
Akoya
Simple Fin
Simplefin Configuration
Configure Simplefin Configuration
1. Sign up for Simplefin:
Simplifin Signup
2. Add Bank connections:
Add Simplifin accounts
3. Create new Setup Token:
Link
Setup Token
Save