From 01ab6ed76a799aacd87e6da44220135f24662ed1 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:27:52 +0000 Subject: [PATCH 1/8] Update providers/up-bank.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- providers/up-bank.mdx | 54 +++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 54 insertions(+) create mode 100644 providers/up-bank.mdx diff --git a/providers/up-bank.mdx b/providers/up-bank.mdx new file mode 100644 index 0000000..6f6128b --- /dev/null +++ b/providers/up-bank.mdx @@ -0,0 +1,54 @@ +--- +title: Up bank +description: Connect your Up bank account to Sure +--- + +Up bank is an Australian neobank. Sure connects to it directly using the Up API, syncing your accounts, balances, and transactions automatically. + +## How it works + +1. Generate a personal access token in the Up app +2. Paste the token into Sure +3. Sure discovers your Up accounts and begins syncing balances and transactions +4. Categories you have set in the Up app are mapped to your Sure categories on import + +## Setting up Up bank + +1. Open the Up app on your phone +2. Go to **Settings > API** and create a personal access token +3. In Sure, go to **Settings > Bank sync**, find the **Up** panel, and paste the token +4. Link each discovered account to an existing Sure account or create a new one + +## Features + +### Account syncing + +- **Account listing**: All Up accounts (spending and savers) with current balances +- **Transaction history**: Transactions are imported with date, amount, description, and category +- **Deduplication**: Transactions are matched by their Up transaction ID, so re-syncing never creates duplicates + +### Category mapping + +When you import transactions from Up, Sure maps Up's category slugs to your existing Sure categories automatically. This means transactions you have already tagged in the Up app arrive in Sure with the correct category applied — no manual re-categorisation needed. + +The mapping uses high-confidence matches only. Up categories that do not have a clear Sure equivalent (for example, Booze, Pets, Apps & Games, Life Admin, and Technology) are left uncategorised so you can apply your own rules or let the AI assistant categorise them. + +If you have already set or locked a category on a transaction in Sure, a re-sync will not overwrite it. + + +Category mapping only applies to your existing Sure categories. If your family has no categories set up yet, transactions will arrive uncategorised until you create categories through the normal setup flow. + + +## Limitations + +- Australian accounts only +- Personal access tokens are scoped to a single Up account holder +- Data is read-only; Sure never writes anything back to Up + +## Troubleshooting + +**Missing categories after sync**: Check that you have categories configured in Sure under **Settings > Categories**. If no categories exist, Up transactions arrive uncategorised by design. + +**Transactions not updating**: Try triggering a manual sync from the account card. If the issue persists, check that your personal access token is still valid in the Up app. + +For more detail, see the [Up API documentation](https://developer.up.com.au/). From af925c1c155c5042208f2cad7a82070aefd37c86 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:28:10 +0000 Subject: [PATCH 2/8] Update self-hosting.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- self-hosting.mdx | 41 +++++++++++++++++++++++++++++++++++++++++ 1 file changed, 41 insertions(+) diff --git a/self-hosting.mdx b/self-hosting.mdx index 0d79c4f..aaba70c 100644 --- a/self-hosting.mdx +++ b/self-hosting.mdx @@ -481,6 +481,47 @@ For production deployments: - Use `SMTP_OPENSSL_VERIFY_MODE=peer` - If you must use self-signed certificates, provide a CA bundle via `SSL_CA_FILE` +## Monitoring + +### System health (super-admin only) + +If the Sidekiq worker container is not running, background jobs — including balance calculations, net-worth updates, and account syncs — will silently stall. Sure surfaces this with a banner and a dedicated health page. + +**Banner**: When Sidekiq is unhealthy, a warning banner appears at the top of every page for super-admins. It describes the problem and links to the system health page. + +**System health page**: Navigate to **Settings > Advanced > System health** to see live Sidekiq state: + +- Number of running worker processes +- Last heartbeat timestamp +- Maximum queue latency +- Job counters (processed, failed, enqueued) +- Per-queue depth + +The health check is cached for 60 seconds by default. The system health page always bypasses the cache and shows fresh state, which is useful after restarting the worker container. + +#### Tuning health check thresholds + +You can adjust the detection thresholds with environment variables: + +```txt +# How long a worker can go without a heartbeat before being considered stale (seconds, default: 120) +SIDEKIQ_HEALTH_HEARTBEAT_TIMEOUT=120 + +# Maximum queue latency before the instance is considered unhealthy (seconds, default: 300) +SIDEKIQ_HEALTH_LATENCY_THRESHOLD=300 + +# How long the health snapshot is cached (seconds, default: 60) +SIDEKIQ_HEALTH_CACHE_TTL=60 +``` + + +The system health page and banner are only visible to super-admin users. Regular family members do not see the banner. + + + +The health check only runs in self-hosted mode. Managed deployments are not affected. + + ## Troubleshooting ### Database connection errors From 33b02482a15752251eb809a9aa9c0e514472fbe0 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:28:24 +0000 Subject: [PATCH 3/8] Update guides/app-features/transactions.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/transactions.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/app-features/transactions.mdx b/guides/app-features/transactions.mdx index 4e63e12..9d8dd7b 100644 --- a/guides/app-features/transactions.mdx +++ b/guides/app-features/transactions.mdx @@ -35,7 +35,7 @@ Open a transaction to update the fields that affect reporting and review: - **Tags**: Extra labels for flexible filtering - **Notes**: Private context for the transaction -You can also mark a transaction as excluded. Excluded transactions are removed from budgeting calculations and reports, which is useful for activity you do not want counted in normal spending analysis. +You can also mark a transaction as excluded. Excluded transactions are removed from budgeting calculations and reports, which is useful for activity you do not want counted in normal spending analysis. Excluded transactions remain visible in the account activity list so you can toggle exclusion back off at any time. ## Categorize transactions From dc9ad1508836c35884be502687947b0ecbd11083 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:28:40 +0000 Subject: [PATCH 4/8] Update guides/app-features/transactions.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/transactions.mdx | 32 ++++++++++++++++++++++++++++ 1 file changed, 32 insertions(+) diff --git a/guides/app-features/transactions.mdx b/guides/app-features/transactions.mdx index 9d8dd7b..f7e0994 100644 --- a/guides/app-features/transactions.mdx +++ b/guides/app-features/transactions.mdx @@ -94,6 +94,38 @@ Sure prevents merges that would make the category hierarchy confusing or invalid If a source category has subcategories and the target is a parent category, Sure reparents those subcategories under the target. +## Transaction rules + +Go to **Settings > Rules** to create rules that automatically apply categories, merchants, tags, and other attributes to transactions as they are imported. + +### Condition filters + +Rules support the following condition types: + +| Condition | Operators | +|---|---| +| Transaction name | Contains, Does not contain, Equals | +| Transaction amount | Greater than, Less than, Equals | +| Transaction category | Equal to, Is empty | +| Transaction merchant | Equal to, Is empty | +| Transaction tag | Equal to, Is empty | + +The **Transaction tag** condition lets you match transactions that already have a specific tag applied. Use it to build rules that act on transactions you have previously tagged — for example, to also assign a category or merchant to everything tagged "Reimbursable". + +You can combine multiple conditions with AND or OR logic. When using multiple tag conditions with AND, each condition is evaluated independently, so a transaction must have all specified tags to match. + +### Actions + +Rules can apply the following actions when conditions match: + +- Set category +- Set merchant +- Set tags +- Set name +- Set investment activity label + +Rules run automatically during account syncs and can also be triggered manually from **Settings > Rules**. + ## Related pages - [Budgets](/guides/app-features/budgets) From 78b85afdb92f7e9d13c90961b6a916288c76e0ec Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:28:53 +0000 Subject: [PATCH 5/8] Update providers/simplefin.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- providers/simplefin.mdx | 6 ++++++ 1 file changed, 6 insertions(+) diff --git a/providers/simplefin.mdx b/providers/simplefin.mdx index 9dff550..64bc990 100644 --- a/providers/simplefin.mdx +++ b/providers/simplefin.mdx @@ -88,6 +88,12 @@ SimpleFIN is a paid service, but typically more affordable than alternatives lik ## Troubleshooting +### Duplicate or merged accounts after sync + +If two upstream accounts share the same display name (for example, two "CHECKING (0001)" accounts at the same institution), Sure uses the upstream account ID — not just the name — to match them to your Sure accounts. This prevents one account from accidentally stealing the link and transactions of another. + +If you see accounts that appear merged or have unexpected transactions after a sync, check that each Sure account is linked to the correct upstream account ID in the account settings. + ### Setup token issues If you receive a 403 error when claiming a setup token: From 438a1482b7c41145e774fb40d9ef05209ac23da3 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:29:05 +0000 Subject: [PATCH 6/8] Update providers/overview.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- providers/overview.mdx | 6 ++++++ 1 file changed, 6 insertions(+) diff --git a/providers/overview.mdx b/providers/overview.mdx index 2b448fe..18bd8e7 100644 --- a/providers/overview.mdx +++ b/providers/overview.mdx @@ -68,6 +68,12 @@ Available providers include Yahoo Finance, Twelve Data, Tiingo, EODHD, Alpha Van ### Australian users +**Up bank** connects directly to your Up bank account using the Up API, syncing accounts, balances, and transactions. Categories you have set in the Up app are mapped to your Sure categories automatically on import. + +- **Best for**: Up bank customers in Australia +- **Pricing**: Free (requires an Up personal access token) +- **Documentation**: [Up bank](/providers/up-bank) + **Redbark** connects Australian bank accounts through the Consumer Data Right (CDR) open banking framework, with read-only consented access. - **Best for**: Users with Australian bank accounts From 25413be3db15200e461fc19742e45a88c71561b7 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 06:29:20 +0000 Subject: [PATCH 7/8] Update docs.json Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- docs.json | 1 + 1 file changed, 1 insertion(+) diff --git a/docs.json b/docs.json index 00fee1a..a673c3a 100644 --- a/docs.json +++ b/docs.json @@ -76,6 +76,7 @@ "providers/simplefin", "providers/plaid", "providers/redbark", + "providers/up-bank", "providers/snaptrade", "providers/binance", "providers/coinbase", From e52452b31c891fc7fe766bbf2aa2e49f9fcd308e Mon Sep 17 00:00:00 2001 From: sure-admin Date: Mon, 24 Aug 2026 21:11:01 +0000 Subject: [PATCH 8/8] Keep Up bank provider docs only --- providers/simplefin.mdx | 6 ------ 1 file changed, 6 deletions(-) diff --git a/providers/simplefin.mdx b/providers/simplefin.mdx index 31423f6..376595a 100644 --- a/providers/simplefin.mdx +++ b/providers/simplefin.mdx @@ -88,12 +88,6 @@ SimpleFIN is a paid service, but typically more affordable than alternatives lik ## Troubleshooting -### Duplicate or merged accounts after sync - -If two upstream accounts share the same display name (for example, two "CHECKING (0001)" accounts at the same institution), Sure uses the upstream account ID — not just the name — to match them to your Sure accounts. This prevents one account from accidentally stealing the link and transactions of another. - -If you see accounts that appear merged or have unexpected transactions after a sync, check that each Sure account is linked to the correct upstream account ID in the account settings. - ### Setup token issues If you receive a 403 error when claiming a setup token: