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[Feature] Improve handling of pending transactions for SimpleFIN sync #1444

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opened 2026-02-28 19:43:43 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 19:43:43 -06:00
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Originally created by @wfg on GitHub (Sep 25, 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?

Currently, if a pending transaction syncs into Actual from SimpleFIN and ends up not clearing, it remains in the Actual account ledger. I can't think of any situation in which these transactions should be in the ledger.

related issue: https://github.com/actualbudget/actual/issues/3138

Describe your ideal solution to this problem

Ideally these transactions would be removed from the Actual ledger.

An acceptable alternative solution would be to optionally disable syncing pending transactions from SimpleFIN. That may be a flag or UI option that sets this value appropriately (instead of hard-coding it to 1).

Teaching and learning

No response

Originally created by @wfg on GitHub (Sep 25, 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? Currently, if a pending transaction syncs into Actual from SimpleFIN and ends up not clearing, it remains in the Actual account ledger. I can't think of any situation in which these transactions should be in the ledger. related issue: https://github.com/actualbudget/actual/issues/3138 ### Describe your ideal solution to this problem Ideally these transactions would be removed from the Actual ledger. An acceptable alternative solution would be to optionally disable syncing pending transactions from SimpleFIN. That may be a flag or UI option that sets [this value](https://github.com/actualbudget/actual-server/blob/c01e229bd7190c4576d2be109edac571196f0f00/src/app-simplefin/app-simplefin.js#L334) appropriately (instead of hard-coding it to `1`). ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:43:43 -06:00
GiteaMirror commented 2026-02-28 19:43:44 -06:00
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@github-actions[bot] commented on GitHub (Sep 25, 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 (Sep 25, 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 19:43:44 -06:00
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@gabeklavans commented on GitHub (Feb 18, 2025):

Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.

@gabeklavans commented on GitHub (Feb 18, 2025): Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.
GiteaMirror commented 2026-02-28 19:43:44 -06:00
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@youngcw commented on GitHub (Feb 18, 2025):

Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.

@gabeklavans Have you tried out the edge build lately? 🙂

@youngcw commented on GitHub (Feb 18, 2025): > Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all. @gabeklavans Have you tried out the edge build lately? 🙂
GiteaMirror commented 2026-02-28 19:43:44 -06:00
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@gabeklavans commented on GitHub (Feb 18, 2025):

Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.

@gabeklavans Have you tried out the edge build lately? 🙂

I have not! But I'm assuming something has been merged in to address this! Maybe I'll check it out

@gabeklavans commented on GitHub (Feb 18, 2025): > > Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all. > > @gabeklavans Have you tried out the edge build lately? 🙂 I have not! But I'm assuming something has been merged in to address this! Maybe I'll check it out
GiteaMirror commented 2026-02-28 19:43:44 -06:00
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@youngcw commented on GitHub (Feb 18, 2025):

Optional import was implemented by #4253. Closing.

@youngcw commented on GitHub (Feb 18, 2025): Optional import was implemented by #4253. Closing.
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