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[Feature] OFX import apply to correct account with ACCTID #2373

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opened 2026-02-28 20:12:11 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:12:11 -06:00
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Originally created by @mtfurlan on GitHub (Aug 8, 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?

My bank doesn't work correctly with simplefin, so I have to do manual ofx exports.
If I export multiple accounts into the same ofx file, ActualBudget does not do anything sensible with it, it will just ignore the ACCTID and put all the transactions into one ActualBudget account.

Having to do the manual export of the ofx is already something it's easy to screw up, but having to do it for each account gives so many more chances of messing up a date or something.

I can provide test data.

Describe your ideal solution to this problem

Store account id for each account, and handle parsing the ACCTID field for each BANKMSGSRV1 message and applying those transactions to the correct account so you can import transactions into multiple accounts at once.

Teaching and learning

Adding a specific multi-account import button might be the best way to communicate how it's different from an individual account import.
I think individual account import should return an error if you import a multi-account OFX file though.

Originally created by @mtfurlan on GitHub (Aug 8, 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? My bank doesn't work correctly with simplefin, so I have to do manual ofx exports. If I export multiple accounts into the same ofx file, ActualBudget does *not* do anything sensible with it, it will just ignore the ACCTID and put all the transactions into one ActualBudget account. Having to do the manual export of the ofx is already something it's easy to screw up, but having to do it for each account gives so many more chances of messing up a date or something. I can provide test data. ### Describe your ideal solution to this problem Store account id for each account, and handle parsing the ACCTID field for each BANKMSGSRV1 message and applying those transactions to the correct account so you can import transactions into multiple accounts at once. ### Teaching and learning Adding a specific multi-account import button might be the best way to communicate how it's different from an individual account import. I think individual account import should return an error if you import a multi-account OFX file though.
GiteaMirror added the feature label 2026-02-28 20:12:11 -06:00
GiteaMirror commented 2026-02-28 20:12:12 -06:00
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@github-actions[bot] commented on GitHub (Aug 8, 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 (Aug 8, 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 20:12:12 -06:00
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@youngcw commented on GitHub (Aug 15, 2025):

Duplicate #525

@youngcw commented on GitHub (Aug 15, 2025): Duplicate #525
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Reference: github-starred/actual#2373
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