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Add, Edit, and Delete Account

  • Starting FinStudio - When FinStudio is launched without any provider accounts, it will start in a completely empty state. To begin utilizing the application's features, users must first add an account through the accounts module.

Adding a New Account:

  • Initial Step - Users need to initiate the process by adding a new account.
  • Account Details - During this step, the user is required to provide the name of the account, select the appropriate provider from a list of supported options, and then create the account.

Account Selection and Properties:

  • Selection - After the account creation, it should be selected from the top pane of the Accounts section.
  • Properties Display - Upon selection, the properties of the account will be displayed in the bottom pane, allowing users to view and modify account details.

Connecting the Account:

  • Credential Entry - To connect the account, users must enter the credentials provided by the chosen provider. It's important to note that the required information varies by provider—some may only need a login and password, while others may require an API key and a secret key.
  • Applying Credentials - After entering the necessary credentials, the user must press the "Apply" button to save the credentials and prepare the account for use.

Editing and Deleting Accounts:

  • Account Management - All accounts that are visible in the accounts grid can be modified or removed as needed by the user.

Testing Account Credentials:

  • Connection Test - Users can test the account credentials by clicking the "start" button to initiate the account connection process and establish a connection with the provider.
  • Connection Status - A successful connection will be indicated by a "Connected" status message, typically shown in green text to signify a successful link.

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