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[Bug]: Bank Sync page and error notifications don't accommodate multiple connections at the same institution. #2057
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Reference: github-starred/actual#2057
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Originally created by @gitchap on GitHub (Apr 19, 2025).
Verified issue does not already exist?
What happened?
If there are more than one connection to the same institution at SimpleFIN, the Bank Sync page will only show the "bank" which doesn't always match the connection name given by SimpleFIN. The connection / bank names are correct in the "Add / Link Account" popup when you choose SimpleFIN as the source.
Example 1:
Two credit cards are issued by Comenity Bank:
These are the names of the connections in SimpleFIN. They show up listed this way in the add account popup, but when I add the second account (IKEA) the bank sync page lists the "bank" as B&H Payboo Credit Card. I'm assuming this is because the list is looking at the actual institution name to link to the "bank" name, and when it gets to the first one alphabetically, it lists it on the screen.
Example 2:
My wife and I both have accounts at Fidelity. I added a nickname to one of them:
Same thing happens as above. Accounts for both connections on the bank sync page are listed under "Fidelity Investments." But I can see the nickname in the Add / Link Account popup.
Finally:
When a connection needs attention (2FA re-auth, ect), there's a red error notification after sync. "Failed syncing account XYZ." In the case of example 1, I only get one notification for B&H Payboo Credit Card even though both accounts need re-authorization.
How can we reproduce the issue?
Add two connections to SimpleFIN at the same institution. Add a nickname to one of the connections or have two credit cards issued by the same bank but with different logins (ie, Citi bank / Comenity bank).
Add the accounts in Actual, you will see them listed as expected.
Go to the Bank Sync page. You will see them all listed under the first bank (1st alphabetically).
Wait for a connection error on all accounts such as 2FA re-auth. Sync accounts and only see one error messages for all related accounts.
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Chrome, Microsoft Edge, Desktop App (Electron)
Operating System
Windows 11
@TheWanderingCrow commented on GitHub (Oct 17, 2025):
I've just run into this issue as well, as OP described, on v25.10.0 and it is preventing bank syncing from one of the accounts. My setup is similar
Simplefin:
Connection to my account
Connection to partners account
Connection to credit account from different provider
When you navigate to the Link Accounts to setup bank sync, you can see that the two separate Truist connections are visible.
However, when selected, you will notice the bank is the incorrect one even when assigned correctly, preventing sync updates
@matt-fidd commented on GitHub (Nov 17, 2025):
👋 Thanks for reporting this, I've got a potential fix up in https://github.com/actualbudget/actual/pull/6166
If you're able, I'd appreciate a tester or two to make sure it fixes this issue.
@gitchap commented on GitHub (Nov 17, 2025):
Happy to test