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[Bug]: SimpleFin account balance does not update for investment accounts #1687
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Reference: github-starred/actual#1687
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Originally created by @enewbury on GitHub (Dec 17, 2024).
Verified issue does not already exist?
What happened?
For instance when linking a vanguard account, it links with the correct starting balance, but as the value of the stock goes up and down over time, the balance is not synced to actual budget and stays at the original value when first linked.
How can we reproduce the issue?
Link an investment account like Vanguard, trigger sync the next day and observe that balance changed in vanguard but not in acutal
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Firefox
Operating System
Mobile Device
@youngcw commented on GitHub (Dec 17, 2024):
Actual requires transactions to update balances, so the regular sync doesn't change the balance on investment accounts because there aren't new transactions.
There are some community scripts to do this that you can look into.
@enewbury commented on GitHub (Dec 17, 2024):
I've been searching and haven't been able to find the scripts you're referring to...would you be willing to add some links for me and future users looking for a similar solution?
@youngcw commented on GitHub (Dec 17, 2024):
https://github.com/psybers/actual-helpers