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[GH-ISSUE #4275] [Feature] Automated Balance Syncronizatoin #27598
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Reference: github-starred/actual#27598
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Originally created by @latetedemelon on GitHub (Jan 31, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4275
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Pitch: what problem are you trying to solve?
Unable to automatically sync the bank balance from automated integrations to actual account balances.
Describe your ideal solution to this problem
A lot of the integration services (e.g. Simplefin, Plaid etc.) also provide the current bank balance as well. What I'd love to see is the automatic creation of a balance adjustment, after the import of the transactions, of the actual account balance vs. the "real" account balance. This would be slightly different than the manual one in so much that there would only ever be one entry, floating to the date of the last balance sync.
In theory, the way this would work, is that after transaction sync, the balance sync entry would be created / updated with the synced balance date and the differental between the balances. When there is no differental it would be hidden.
Obviously we'd want to give people the option to enable / disable this feature.
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@github-actions[bot] commented on GitHub (Jan 31, 2025):
✨ Thanks for sharing your idea! ✨
This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 👍!
@Juulz commented on GitHub (Feb 22, 2025):
I rather just see the sync'd bank balance as a value in the account header and use it as I see fit. Or like nYNAB, place it in the database so it is pulled by the "reconcile" button.