SimpleFIN Bridge Integration

What is SimpleFIN Bridge?

SimpleFIN Bridge is a third-party utility that connects securely to your financial institutions using aggregate provider MX. It exposes a secure read-only API endpoint to developers. By using it with EZWorth, your credentials stay safely with SimpleFIN, and your raw bank data is queried only on-demand when compiling your spreadsheet reports.

1Create a SimpleFIN Account

To begin, create an account with SimpleFIN Bridge:

• Go to the SimpleFIN Bridge website at beta-bridge.simplefin.org.
• Click Get Started and enter your email address.

2Verify Email & Log In

Check your email inbox after a few minutes:

• Locate the verification email from SimpleFIN.
• Click the login link in the email to log into your account dashboard.
• If this is your first time logging in, read and accept the terms of service.

3Subscribe & Link Accounts

To link actual bank connections, you will need to add financial institutions:

• Subscription Required: SimpleFIN charges a minor fee to cover integration costs (currently $1.50 / month or $15 / year). You will need to start your subscription trial before linking bank connections.
• Once active, navigate to the Financial Institutions section and click New Connection.
• Search for your bank or brokerage (e.g. Chase, Vanguard, Fidelity) and complete the secure MFA login flow to authenticate SimpleFIN.

4Generate a Setup Token

Once your bank accounts are successfully listed under the SimpleFIN accounts overview, generate a connection token for EZWorth:

• From your SimpleFIN My Accounts page, scroll down to the Apps section.
• Click New Connection.
• Provide a connection name to identify it easily in your settings (e.g. EZWorth).
• Click Create Setup Token.
• Copy the token immediately. Note: Setup tokens are for one-time use only and expire if not parsed promptly.

5Generate Your Starter Spreadsheet

Finally, feed the setup token to your EZWorth dashboard to configure your Excel workbook:

• Go back to your EZWorth Dashboard.
• Locate the Get a Starter Spreadsheet form.
• Paste the copied Setup Token into the SimpleFIN Bridge API Setup Token field.
• Enter a secure decryption password, confirm it, and click Generate Starter Spreadsheet.
• Your starter spreadsheet will download immediately, pre-loaded with all accounts, category templates, and default wildcard mappings!