Tips11 min read
SimpleFIN Security: Setup Tokens, Access URLs and Revocation
Threat-model a SimpleFIN connection from one-time setup token to encrypted access URL, scheduled reads and revocation.
Read guidePractical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Explainer10 min read
SimpleFIN v1 vs v2: What Changed and How to Migrate Safely
A field guide to SimpleFIN v2’s Connection model, structured errors, account filters and migration from v1.
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Tutorial13 min read
How to Integrate the SimpleFIN API: A Production-Minded Guide
Implement SimpleFIN setup-token exchange, account sync, history windows, deduplication, errors and secure storage.
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Explainer11 min read
SimpleFIN Explained: The Read-Only Bank Data Protocol for Builders
A practical guide to SimpleFIN’s protocol, Bridge, setup tokens, access URLs, data model, limits and best uses for hobbyist finance apps.
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Tutorial6 min read
Best Way to Sync Bank Transactions to Google Sheets Without CSV Exports
Replace recurring bank CSV imports with a mapped transaction source in Google Sheets, while keeping duplicates, reports and review under control.
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Tutorial6 min read
Best Way to Sync Multiple UK Bank Accounts to Google Sheets
Bring multiple bank and card accounts into one Google Sheets workbook without losing account identity, double-counting transfers or repeating CSV imports.
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Tutorial6 min read
Best Way to Sync Your UK Bank Account to Google Sheets
The best way to keep a Google Sheets finance workbook current depends on whether you need a one-off import, a custom build or a recurring bank feed.
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Tutorial10 min read
3 Ways to Retrieve Lost Home Depot Receipts for Your Tax Audit
Need a Home Depot receipt for your tax audit or expense report? Learn how to find in-store and online purchase receipts, then automate future receipt collection so you never have to search again.
Read guideTutorial12 min read
Beyond the Template: Automating Google Sheets Bookkeeping with AI
Google Sheets bookkeeping templates are great, but they still require manual data entry. Learn how to automate receipt extraction and transaction syncing to transform your static template into a living financial dashboard.
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Tips15 min read
The Ultimate Tax Deduction Guide for Content Creators
That ring light you bought for TikTok? Tax deductible. Those props for cooking videos? Also deductible. Here's every expense content creators can write off - and how to track them without losing your mind.
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Tutorial12 min read
Why Your Construction Cost Codes are Wrong (and How AI Can Fix Them)
Construction cost code errors kill project profitability. Learn how AI-powered receipt extraction automatically assigns receipts to the correct cost codes in Airtable, eliminating manual errors and bridging the field-to-office gap.
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Tutorial10 min read
The Step-by-Step Guide to Downloading Amazon Business Receipts
Need to find an Amazon receipt for your tax audit or expense report? Learn how to retrieve Amazon Business receipts, download VAT-compliant invoices, and automate future receipt collection.
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