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Update balance of SimpleFin linked investment accounts when syncing [Feature] #1081

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opened 2026-02-28 19:31:17 -06:00 by GiteaMirror · 10 comments
GiteaMirror commented 2026-02-28 19:31:17 -06:00
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Originally created by @mmcc-xx on GitHub (May 6, 2024).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

One of my desired uses cases for Actual Budget is monitoring my net worth. I've been able to link my investment accounts with the brokerages with SimpleFin, and Actual pulls in an initial balance and transactions. However, it does not update the balance when syncing. The new balance is coming in from SimpleFin (see screenshot) but it is not incorporated into the balance of the account.
actualbudget

By the way, I'd be happy to work on this feature, but I could you some advice for how to do in keeping with the goals of Actual. Would a "balance adjustment" transaction be needed?

Describe your ideal solution to this problem

Every time a SimpleFin linked account is synced, the balance of the account is updated to reflect the balance reported by SimpleFin.

Teaching and learning

No response

Originally created by @mmcc-xx on GitHub (May 6, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? One of my desired uses cases for Actual Budget is monitoring my net worth. I've been able to link my investment accounts with the brokerages with SimpleFin, and Actual pulls in an initial balance and transactions. However, it does not update the balance when syncing. The new balance is coming in from SimpleFin (see screenshot) but it is not incorporated into the balance of the account. ![actualbudget](https://github.com/actualbudget/actual/assets/1315341/b3c5e537-a1ae-4eb1-85f0-99ea788d4d00) By the way, I'd be happy to work on this feature, but I could you some advice for how to do in keeping with the goals of Actual. Would a "balance adjustment" transaction be needed? ### Describe your ideal solution to this problem Every time a SimpleFin linked account is synced, the balance of the account is updated to reflect the balance reported by SimpleFin. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:31:17 -06:00
GiteaMirror commented 2026-02-28 19:31:18 -06:00
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@github-actions[bot] commented on GitHub (May 6, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (May 6, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:31:19 -06:00
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@mmcc-xx commented on GitHub (May 6, 2024):

Upon further investigation, I think this is a bug. I'll submit a bug report.

@mmcc-xx commented on GitHub (May 6, 2024): Upon further investigation, I think this is a bug. I'll submit a bug report.
GiteaMirror commented 2026-02-28 19:31:19 -06:00
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@mmcc-xx commented on GitHub (May 9, 2024):

Upon analysis of the bug, this was determined to be a feature request :)

@mmcc-xx commented on GitHub (May 9, 2024): Upon analysis of the bug, this was determined to be a feature request :)
GiteaMirror commented 2026-02-28 19:31:19 -06:00
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@gitchap commented on GitHub (Jan 28, 2025):

personally I would like this for all accounts, maybe not an auto balance update -- but maybe when reconciling, you would have the OPTION to use the "sync'd balance", OR some manually entered balance.

So the end user work flow would be like this:

  1. sync accounts
  2. click the reconcile icon
  3. choose "fill from synced balance" (or something to that effect)
  4. create adjustment entry
  5. click done

I suppose if there was a button next to the reconcile button that would do all that in one click that would be pretty nice too.

@gitchap commented on GitHub (Jan 28, 2025): personally I would like this for all accounts, maybe not an auto balance update -- but maybe when reconciling, you would have the OPTION to use the "sync'd balance", OR some manually entered balance. So the end user work flow would be like this: 1. sync accounts 2. click the reconcile icon 3. choose "fill from synced balance" (or something to that effect) 4. create adjustment entry 5. click done I suppose if there was a button next to the reconcile button that would do all that in one click that would be pretty nice too.
GiteaMirror commented 2026-02-28 19:31:20 -06:00
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@thearrow commented on GitHub (Feb 11, 2025):

would love to see this so much - with the current balances coming from SimpleFIN and the manual reconciliation feature, this seems like it is so close!

particularly for all off-budget accounts, it seems like performing a bank sync could automatically create/update an evergreen "reconciliation" transaction for each account to keep the balance up-to-date. this would help tremendously in net worth tracking and long-term planning, and make Actual Budget a better alternative to tools like Monarch and Personal Capital!

this feature (and/or similar/related features) seems like it has been requested many times under different titles:

@thearrow commented on GitHub (Feb 11, 2025): would love to see this so much - with the current balances coming from SimpleFIN and the manual reconciliation feature, this seems like it is _so close_! particularly for all off-budget accounts, it seems like performing a bank sync could automatically create/update an evergreen "reconciliation" transaction for each account to keep the balance up-to-date. this would help tremendously in net worth tracking and long-term planning, and make Actual Budget a better alternative to tools like Monarch and Personal Capital! this feature (and/or similar/related features) seems like it has been requested many times under different titles: - https://github.com/actualbudget/actual/issues/4275 - https://github.com/actualbudget/actual/issues/3678 - https://github.com/actualbudget/actual/issues/2673 - (probably more)
GiteaMirror commented 2026-02-28 19:31:20 -06:00
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@youngcw commented on GitHub (Oct 6, 2025):

There is now a fairly simple way to do this, but still not a way for it to happen automatically.

  1. (optional) Go to the bank sync settings and the account in question. Select "Investment Account"
  2. After syncing from simplefin, click the reconcile button, then choose the previously synced balance, then Reconlcile
  3. Make a reconciliation transaction to bring the account balance up to date, the click Done Reconciling

Only steps 2 and 3 need done each time you update the balance. Its quick to do as its just a few clicks and you don't need to look up the balance since its already saved in Actual

@youngcw commented on GitHub (Oct 6, 2025): There is now a fairly simple way to do this, but still not a way for it to happen automatically. 1. (optional) Go to the bank sync settings and the account in question. Select "Investment Account" 2. After syncing from simplefin, click the reconcile button, then choose the previously synced balance, then Reconlcile 3. Make a reconciliation transaction to bring the account balance up to date, the click Done Reconciling Only steps 2 and 3 need done each time you update the balance. Its quick to do as its just a few clicks and you don't need to look up the balance since its already saved in Actual
GiteaMirror commented 2026-02-28 19:31:20 -06:00
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@adivardhan1000 commented on GitHub (Oct 20, 2025):

There is now a fairly simple way to do this, but still not a way for it to happen automatically.

1. (optional) Go to the bank sync settings and the account in question.  Select "Investment Account"

2. After syncing from simplefin, click the reconcile button, then choose the previously synced balance, then Reconlcile

3. Make a reconciliation transaction to bring the account balance up to date, the click Done Reconciling

Only steps 2 and 3 need done each time you update the balance. Its quick to do as its just a few clicks and you don't need to look up the balance since its already saved in Actual

This option is available with the v25.x release. It took me a while to realize this.

@adivardhan1000 commented on GitHub (Oct 20, 2025): > There is now a fairly simple way to do this, but still not a way for it to happen automatically. > > 1. (optional) Go to the bank sync settings and the account in question. Select "Investment Account" > > 2. After syncing from simplefin, click the reconcile button, then choose the previously synced balance, then Reconlcile > > 3. Make a reconciliation transaction to bring the account balance up to date, the click Done Reconciling > > > Only steps 2 and 3 need done each time you update the balance. Its quick to do as its just a few clicks and you don't need to look up the balance since its already saved in Actual This option is available with the v25.x release. It took me a while to realize this.
GiteaMirror commented 2026-02-28 19:31:20 -06:00
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@junalmeida commented on GitHub (Dec 12, 2025):

@adivardhan1000 Is there a way to update the balance for the reconcile button via the actual budget API? I quit using SimpleFin and I have developed my own importers, but I couldn't find a way to update Actual with the latest account balance for reconciliation.

@junalmeida commented on GitHub (Dec 12, 2025): @adivardhan1000 Is there a way to update the balance for the reconcile button via the actual budget API? I quit using SimpleFin and I have developed my own importers, but I couldn't find a way to update Actual with the latest account balance for reconciliation.
GiteaMirror commented 2026-02-28 19:31:21 -06:00
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@adivardhan1000 commented on GitHub (Dec 12, 2025):

@adivardhan1000 Is there a way to update the balance for the reconcile button via the actual budget API? I quit using SimpleFin and I have developed my own importers, but I couldn't find a way to update Actual with the latest account balance for reconciliation.

You could refer to https://github.com/actualbudget/actual/blob/master/packages/sync-server/src/app-simplefin/app-simplefin.js to see how balances are updated or propogated. I think mocking the simplefin api with your own custom endpoint could be one way.
I am not aware of anything on top of my head.

@adivardhan1000 commented on GitHub (Dec 12, 2025): > [@adivardhan1000](https://github.com/adivardhan1000) Is there a way to update the balance for the reconcile button via the actual budget API? I quit using SimpleFin and I have developed my own importers, but I couldn't find a way to update Actual with the latest account balance for reconciliation. You could refer to https://github.com/actualbudget/actual/blob/master/packages/sync-server/src/app-simplefin/app-simplefin.js to see how balances are updated or propogated. I think mocking the simplefin api with your own custom endpoint could be one way. I am not aware of anything on top of my head.
GiteaMirror commented 2026-02-28 19:31:21 -06:00
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@Juulz commented on GitHub (Dec 12, 2025):

The synced balance was added here:

https://github.com/actualbudget/actual/pull/4799

@Juulz commented on GitHub (Dec 12, 2025): The synced balance was added here: https://github.com/actualbudget/actual/pull/4799
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