github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 07:01:45 -05:00
Code Issues 1.5k Packages Projects Releases 54 Wiki Activity

[Feature] Add Financial Institution Column to Link Accounts Modal #1453

New Issue
Closed
opened 2026-02-28 19:43:57 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 19:43:57 -06:00
Owner
Copy Link

Originally created by @UnInfamous on GitHub (Sep 28, 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?

Legibility in knowing what financial institution which accounts belong to. For example, I added a new account to SimpleFIN and going back to add a new account, I can't see which account it is. For some additional context, my partner and I have our accounts setup in separate files. I just added Apple Card and when I went to add the account, I can't tell at a glance what financial institution/account it is.

Describe your ideal solution to this problem

Would like to add a column named Financial Institution to the right of 'Bank Account To Sync' that would specify the FI name as SimpleFin has it if that is passed along.

I don't have years developing a pre-existing app, and not fully familiar with all of the languages at play, so I'll need some help to get started.

Teaching and learning

It would be immediately noticeable when opening the 'Link bank account with SimpleFIN' button.

Originally created by @UnInfamous on GitHub (Sep 28, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Legibility in knowing what financial institution which accounts belong to. For example, I added a new account to SimpleFIN and going back to add a new account, I can't see which account it is. For some additional context, my partner and I have our accounts setup in separate files. I just added Apple Card and when I went to add the account, I can't tell at a glance what financial institution/account it is. ### Describe your ideal solution to this problem Would like to add a column named Financial Institution to the right of 'Bank Account To Sync' that would specify the FI name as SimpleFin has it if that is passed along. I don't have years developing a pre-existing app, and not fully familiar with all of the languages at play, so I'll need some help to get started. ### Teaching and learning It would be immediately noticeable when opening the 'Link bank account with SimpleFIN' button.
GiteaMirror added the feature label 2026-02-28 19:43:57 -06:00
GiteaMirror commented 2026-02-28 19:43:58 -06:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Sep 28, 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 28, 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 19:43:58 -06:00
Author
Owner
Copy Link

@tinng81 commented on GitHub (Oct 5, 2024):

With the new introduction of label from SimpleFIN, accounts can have labels appended after the institution (see photo). Here is the raw data pulled indicating the applied labels. Maybe what's best is a similar approach of a fixed institution column with labels from SimpleFIN and another column for "friendly name" that user can edit?


Wealthsimple WS TIN - CASH

{'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600}
--------------------------------------------------

Wealthsimple WS TIN - SELF_DIRECTED_XXXX
{'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600}

--------------------------------------------------

Screenshot 2024-10-05 at 9 05 17 AM

@tinng81 commented on GitHub (Oct 5, 2024): With the new introduction of label from SimpleFIN, accounts can have labels appended after the institution (see photo). Here is the raw data pulled indicating the applied labels. Maybe what's best is a similar approach of a fixed institution column with labels from SimpleFIN and another column for "friendly name" that user can edit? ``` Wealthsimple WS TIN - CASH {'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600} -------------------------------------------------- Wealthsimple WS TIN - SELF_DIRECTED_XXXX {'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600} -------------------------------------------------- ``` ![Screenshot 2024-10-05 at 9 05 17 AM](https://github.com/user-attachments/assets/b19ce5f0-712e-4181-acd3-e69a7962b59c)
GiteaMirror commented 2026-02-28 19:43:59 -06:00
Author
Owner
Copy Link

@UnInfamous commented on GitHub (Oct 5, 2024):

I believe adding more than one column would go against Actual's minimalist design strategy. Even adding one with the information I would like to get across might be too much.

As an aside, from how Actual pulls financial institution names from SimpleFIN, they come with the labels attached.

I believe my difficulty here will be validating with GoCardless as well. I thought I saw a test account in the codebase somewhere, but can't currently recall.

@UnInfamous commented on GitHub (Oct 5, 2024): I believe adding more than one column would go against Actual's minimalist design strategy. Even adding one with the information I would like to get across might be too much. As an aside, from how Actual pulls financial institution names from SimpleFIN, they come with the labels attached. I believe my difficulty here will be validating with GoCardless as well. I thought I saw a test account in the codebase somewhere, but can't currently recall.
GiteaMirror commented 2026-02-28 19:43:59 -06:00
Author
Owner
Copy Link

@gitchap commented on GitHub (Mar 11, 2025):

Several of my accounts come through as "Account" and "CREDIT CARD" and I don't know what's what. It doesn't help that most of them have a $0 balance most of the time, so I can't reference that either.

Listing the institution someway would be most helpful. Including labels would be extra helpful.

@gitchap commented on GitHub (Mar 11, 2025): Several of my accounts come through as "Account" and "CREDIT CARD" and I don't know what's what. It doesn't help that most of them have a $0 balance most of the time, so I can't reference that either. Listing the institution someway would be most helpful. Including labels would be extra helpful.
GiteaMirror commented 2026-02-28 19:44:00 -06:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Apr 23, 2025):

this has been added

@youngcw commented on GitHub (Apr 23, 2025): this has been added
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#1453
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?