Inactive accounts are hidden from the Category dropdown. Edit a name inline; changes save automatically.
Transactions Sync
When
Source
Accounts
Txns
New
Every Sync is recorded here. Kept in this browser (last 200).
Users
Full name
Email (username)
Password
Permission set
Status
Remove
Passwords must be exactly 8 characters with at least one letter and one number. Users and roles are stored in the LHP database (passwords are encrypted and can only be reset, not viewed). Changes save immediately for everyone.
Page permissions · which pages each role can see
If a role can see a page, it can operate it. Unchecked: the menu link is hidden and the page is blocked.
What SimpleFIN holds right now
Live pull straight from SimpleFIN via /api/sync. This is the source data, separate from your saved/accumulated history.