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[Feature] Link Accounts Shows Financial Institution Name #1679

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opened 2026-02-28 19:50:50 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:50:50 -06:00
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Originally created by @Xeboc on GitHub (Dec 14, 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?

When trying to link bank accounts, the data provided makes it difficult to determine which account I am linking to.

Screen Shot 2024-12-14 at 9 00 13 AM

Describe your ideal solution to this problem

Show more information in the Link Accounts window. Including the name of the financial institution would be really helpful. I understand that some of the data being passed by SimpleFin is generic, so including the institution would help with linking.

Teaching and learning

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Originally created by @Xeboc on GitHub (Dec 14, 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? When trying to link bank accounts, the data provided makes it difficult to determine which account I am linking to. <img width="786" alt="Screen Shot 2024-12-14 at 9 00 13 AM" src="https://github.com/user-attachments/assets/69c6a524-fa90-477b-ad06-edacfdb64a64" /> ### Describe your ideal solution to this problem Show more information in the Link Accounts window. Including the name of the financial institution would be really helpful. I understand that some of the data being passed by SimpleFin is generic, so including the institution would help with linking. ### Teaching and learning _No response_
GiteaMirror commented 2026-02-28 19:50:50 -06:00
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@github-actions[bot] commented on GitHub (Dec 14, 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 (Dec 14, 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 19:50:51 -06:00
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@Xeboc commented on GitHub (Dec 14, 2024):

Duplicate of https://github.com/actualbudget/actual/issues/3529

I didn't search closed issues and didn't realize how this repo handles feature requests.

@Xeboc commented on GitHub (Dec 14, 2024): Duplicate of https://github.com/actualbudget/actual/issues/3529 I didn't search closed issues and didn't realize how this repo handles feature requests.
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