BalVault
Set up BalVault — connect your SimpleFIN Bridge token and activate your license.
Your SimpleFIN Bridge token
(not a bank login) and your license key were both sent to you by email.
Your files live here
…
- accounts.csv — your balances (created on the first update)
- BalVaultRefresh.bas — the spreadsheet refresh macro
- BalVault-Template.ods — the ready-made budget template