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[Feature] Bank sync option to only sync account balance #2447

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opened 2026-02-28 20:14:01 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:14:01 -06:00
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Originally created by @youngcw on GitHub (Sep 4, 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?

Many accounts, like loans and investment accounts, have transactions that aren't very helpful. More than anything I am interested in the current balance of the account, so I can keep net worth numbers up to date. It would be nice to have the balance sync so I can then use the reconcile feature and use the most recent synced balance.

Describe your ideal solution to this problem

Add an option in the bank sync settings to not import any transactions, just the account balance.

Teaching and learning

No response

Originally created by @youngcw on GitHub (Sep 4, 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? Many accounts, like loans and investment accounts, have transactions that aren't very helpful. More than anything I am interested in the current balance of the account, so I can keep net worth numbers up to date. It would be nice to have the balance sync so I can then use the reconcile feature and use the most recent synced balance. ### Describe your ideal solution to this problem Add an option in the bank sync settings to not import any transactions, just the account balance. ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 20:14:01 -06:00
GiteaMirror commented 2026-02-28 20:14:01 -06:00
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@github-actions[bot] commented on GitHub (Sep 4, 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 (Sep 4, 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 20:14:02 -06:00
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@github-actions[bot] commented on GitHub (Sep 11, 2025):

🎉 This feature has been implemented in #5711 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Sep 11, 2025): :tada: This feature has been implemented in #5711 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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