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Update from code changes: SimpleFIN sync discovery & per-account owner#58

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Update from code changes: SimpleFIN sync discovery & per-account owner#58
mintlify[bot] wants to merge 1 commit into
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mintlify/21ca817c

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@mintlify mintlify Bot commented Jun 25, 2026

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Summary

Document SimpleFIN's on-sync account discovery and the new per-account owner override, including how attribution now resolves through a three-step precedence chain.

Changes

  • Added a new Connect banks with SimpleFIN page covering the token-paste flow, automatic discovery of banks added at the bridge after connect, mixed-owner bridges, and how to set the per-account owner override from the dashboard or PATCH /api/v1/accounts/{id}.
  • Updated the Bank Connections overview and navigation to list SimpleFIN alongside Teller, Plaid, and CSV import.
  • Updated the on-demand analysis attribution gotcha to describe the new three-step precedence chain (per-transaction attribution → per-account owner override → connection owner).

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@mintlify mintlify Bot requested a review from canalesb93 June 25, 2026 02:05
@mintlify

mintlify Bot commented Jun 25, 2026

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breadbox 🟢 Ready View Preview Jun 25, 2026, 2:05 AM

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