[Feature] View SimpleFin account balance at most recent sync date in Actual when reconciling #2223

New Issue

GiteaMirror · 2026-02-28T20:07:16-06:00

GiteaMirror commented

2026-02-28 20:07:16 -06:00

Originally created by @yoyotogblo on GitHub (Jun 22, 2025).

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 reconciling accounts in Actual, to find the balance to use to reconcile, you need to log into your bank accounts and confirm each account's balance. For those who use sync providers e.g. SimpleFin or GoCardless, those sync providers typically provide the balance to Actual. So for those accounts, Actual should report those account balances to the user to make reconciling easier.

I currently have an implementation that adds it to the Account notes and overwrites the notes. That's not ideal and this should be reported under the "Reconcile" icon. I unfortunately don't have the skills or time to learn to properly implement this for the various integrations and migrate it to be under the Reconcile button. I can share my code if it helps but it's pretty rudimentary.

Example under Notes

Describe your ideal solution to this problem

The sync provider's account balance should be the default value used when the "Reconcile" button is clicked. This would make verifying that the Actual balance matches what the bank has easierand would make reconciliation much faster. There should also be a note that states when that account balance was retrieved.

Here's a markup of how it could look:

Teaching and learning

For anyone that syncs accounts and reconciles their account, I expect they'll naturally discover this and love it as I did. This was first implemented when SimpleFin lived outside Actual and when I found it, it was a game changer especially since I have over 40 accounts. I'm not sure there's need to fully advertise it other than adding it to the release notes. It's also very self explanatory so no need for detailed documentation.

Originally created by @yoyotogblo on GitHub (Jun 22, 2025). ### 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 reconciling accounts in Actual, to find the balance to use to reconcile, you need to log into your bank accounts and confirm each account's balance. For those who use sync providers e.g. SimpleFin or GoCardless, those sync providers typically provide the balance to Actual. So for those accounts, Actual should report those account balances to the user to make reconciling easier. I currently have an implementation that adds it to the Account notes and overwrites the notes. That's not ideal and this should be reported under the "Reconcile" icon. I unfortunately don't have the skills or time to learn to properly implement this for the various integrations and migrate it to be under the Reconcile button. I can share my code if it helps but it's pretty rudimentary. Example under Notes ![Image](https://github.com/user-attachments/assets/9427aa79-6cbb-4c3f-8624-55f19848d11c) ### Describe your ideal solution to this problem The sync provider's account balance should be the default value used when the "Reconcile" button is clicked. This would make verifying that the Actual balance matches what the bank has easierand would make reconciliation much faster. There should also be a note that states when that account balance was retrieved. Here's a markup of how it could look: ![Image](https://github.com/user-attachments/assets/c350ec84-c8b5-4bc9-a872-962550deb1f7) ### Teaching and learning For anyone that syncs accounts and reconciles their account, I expect they'll naturally discover this and love it as I did. This was first implemented when SimpleFin lived outside Actual and when I found it, it was a game changer especially since I have over 40 accounts. I'm not sure there's need to fully advertise it other than adding it to the release notes. It's also very self explanatory so no need for detailed documentation.

GiteaMirror added the feature label 2026-02-28 20:07:16 -06:00

GiteaMirror closed this issue

2026-02-28 20:07:17 -06:00

GiteaMirror commented

2026-02-28 20:07:17 -06:00

@github-actions[bot] commented on GitHub (Jun 22, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 (Jun 22, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 👍!

GiteaMirror commented

2026-02-28 20:07:18 -06:00

@matt-fidd commented on GitHub (Jun 22, 2025):

It's your lucky day! This has just been implemented. 🎉

https://github.com/actualbudget/actual/pull/4799

@matt-fidd commented on GitHub (Jun 22, 2025): It's your lucky day! This has just been implemented. 🎉 https://github.com/actualbudget/actual/pull/4799