[Bug]: Add Account feature does not show SimpleFIN tags #1966

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opened 2026-02-28 20:00:07 -06:00 by GiteaMirror · 2 comments
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Originally created by @junalmeida on GitHub (Mar 15, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When adding a new account from SimpleFIN, the UI does not show SimpleFIN account tags, and sometimes it is impossible to distinguish which account it is showing.

How can we reproduce the issue?

Add two accounts of the same bank in SimpleFIN that has the same balance.
Set different tags in SimpleFIN Bridge UI.
Go to Actual and try to Add those accounts from SimpleFIN.
If you happen to have the same balance on those accounts, there is no way to know which one is each.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Linux

Originally created by @junalmeida on GitHub (Mar 15, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When adding a new account from SimpleFIN, the UI does not show SimpleFIN account tags, and sometimes it is impossible to distinguish which account it is showing. ### How can we reproduce the issue? Add two accounts of the same bank in SimpleFIN that has the same balance. Set different tags in SimpleFIN Bridge UI. Go to Actual and try to Add those accounts from SimpleFIN. If you happen to have the same balance on those accounts, there is no way to know which one is each. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome ### Operating System Linux
GiteaMirror added the bug label 2026-02-28 20:00:07 -06:00
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@alecbakholdin commented on GitHub (Mar 17, 2025):

Seems more like a feature request, but I'm in support of it. The change would be to prepend the account's institution (if present) to the account names that are shown in the bank sync UI. Would probably recommend widening the LinkAccount modal to accommodate the extra characters. Sample with dummy values below:

Image

@alecbakholdin commented on GitHub (Mar 17, 2025): Seems more like a feature request, but I'm in support of it. The change would be to prepend the account's institution (if present) to the account names that are shown in the bank sync UI. Would probably recommend widening the LinkAccount modal to accommodate the extra characters. Sample with dummy values below: ![Image](https://github.com/user-attachments/assets/ebb78b0e-6137-4f42-9fac-7e52ada4e3d0)
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@youngcw commented on GitHub (Mar 17, 2025):

There is already FR #3683. Ill close this in favor of that existing request.

@youngcw commented on GitHub (Mar 17, 2025): There is already FR #3683. Ill close this in favor of that existing request.
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Reference: github-starred/actual#1966