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[GH-ISSUE #7114] [Bug]: account balances not syncing from SimpleFin, even though transactions sync ok #44637

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opened 2026-04-26 06:22:53 -05:00 by GiteaMirror · 11 comments
GiteaMirror commented 2026-04-26 06:22:53 -05:00
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Originally created by @jtaseff on GitHub (Mar 3, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7114

What happened?

I have ~10 accounts set up syncing with SimpleFin to various banks. Everything was working fine with v26.2.0. Then I just updated to v26.3.0 today, and synced a few of them. Multiple accounts are not getting the current balance thru SimpleFin. New transactions are syncing fine, but the balance is not changing for multiple banks.

To clarify, this is the balance shown when I click Reconcile, the "Last balance from bank" is incorrect and doesn't match what my banks are showing.

I have fully cleared browser data and refreshed, both client and server are shown on 26.3.0. No pending transactions. Reverting to v26.2.1 seemed to solve it for a couple accounts but not all, so potentially simplefin is having issues?

Docker container logs show it is syncing and no errors either here or shown in the UI.
2026-03-03T15:02:54.684Z info: POST 200 /simplefin/transactions
2026-03-03T15:02:56.090Z info: POST 200 /sync/sync
2026-03-03T15:04:39.432Z info: POST 200 /sync/sync

How can we reproduce the issue?

Install v26.2.0
Sync bank accounts thru SimpleFin
Install v26.3.0
Make new transactions so balance changes
Sync again with SimpleFin

New transactions show, but balance does not update

Where are you hosting Actual?

Docker on Debian

What browsers are you seeing the problem on?

Firefox on Win11 and Linux Mint

Originally created by @jtaseff on GitHub (Mar 3, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7114 ### What happened? I have ~10 accounts set up syncing with SimpleFin to various banks. Everything was working fine with v26.2.0. Then I just updated to v26.3.0 today, and synced a few of them. Multiple accounts are not getting the current balance thru SimpleFin. New transactions are syncing fine, but the balance is not changing for multiple banks. To clarify, this is the balance shown when I click Reconcile, the "Last balance from bank" is incorrect and doesn't match what my banks are showing. I have fully cleared browser data and refreshed, both client and server are shown on 26.3.0. No pending transactions. Reverting to v26.2.1 seemed to solve it for a couple accounts but not all, so potentially simplefin is having issues? Docker container logs show it is syncing and no errors either here or shown in the UI. 2026-03-03T15:02:54.684Z info: POST 200 /simplefin/transactions 2026-03-03T15:02:56.090Z info: POST 200 /sync/sync 2026-03-03T15:04:39.432Z info: POST 200 /sync/sync ### How can we reproduce the issue? Install v26.2.0 Sync bank accounts thru SimpleFin Install v26.3.0 Make new transactions so balance changes Sync again with SimpleFin New transactions show, but balance does not update ### Where are you hosting Actual? Docker on Debian ### What browsers are you seeing the problem on? Firefox on Win11 and Linux Mint
GiteaMirror added the needs infobug labels 2026-04-26 06:22:53 -05:00
GiteaMirror commented 2026-04-26 06:22:56 -05:00
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@youngcw commented on GitHub (Mar 3, 2026):

The account balance only updates when you add new transactions. The balance synced with simplefin only shows in the reconcile window when you are starting to reconcile an account. Is the balance not showing there?

<!-- gh-comment-id:3991853725 --> @youngcw commented on GitHub (Mar 3, 2026): The account balance only updates when you add new transactions. The balance synced with simplefin only shows in the reconcile window when you are starting to reconcile an account. Is the balance not showing there?
GiteaMirror commented 2026-04-26 06:22:57 -05:00
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@jtaseff commented on GitHub (Mar 3, 2026):

Edited it to clarify, yes this is the balance shown under the Reconcile button, "last balance from bank"

<!-- gh-comment-id:3991897487 --> @jtaseff commented on GitHub (Mar 3, 2026): Edited it to clarify, yes this is the balance shown under the Reconcile button, "last balance from bank"
GiteaMirror commented 2026-04-26 06:22:58 -05:00
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@youngcw commented on GitHub (Mar 3, 2026):

Does simplefin have a new balance? It only updates every ~24hrs. You can confirm by opening the browser console and looking at the data returned by simplefin

<!-- gh-comment-id:3991915921 --> @youngcw commented on GitHub (Mar 3, 2026): Does simplefin have a new balance? It only updates every ~24hrs. You can confirm by opening the browser console and looking at the data returned by simplefin
GiteaMirror commented 2026-04-26 06:23:00 -05:00
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@denisborovikov commented on GitHub (Mar 3, 2026):

I'm not sure if this is related to this specific issue, but I have the same broken behaviour with the recent update and using SimpleFin as well. After sync, the internal error message appears. In my case, the sync with the bank doesn't work at all. Nothing updates, no transactions are added.

There was an internal error. Please get in touch https://actualbudget.org/contact for support.

Here's the message in console

Internal error: TypeError: Cannot read properties of undefined (reading 'error_code')
    at accounts.map.id (https://demo.actualbudget.org/kcab/kcab.worker.C2vnwNMt.js:1:2653856)
    at async https://demo.actualbudget.org/kcab/kcab.worker.C2vnwNMt.js:1:2653426

There are no errors in the network tab, all requests return 200 status.

The source map for the code above

for (let i2 = 0; i2 < accounts.length; i2++) {
          const account = accounts[i2]
            , download2 = res[account.account_id]
            , acctRow = await select("accounts", account.id)
            , newAccount = null == await getAccountOldestTransaction(account.id);
          download2.error_code ? promises.push(Promise.resolve({   // This is the line at at accounts.map.id 
            accountId: account.id,
            res: download2
          })) : promises.push(processBankSyncDownload(download2, account.id, acctRow, newAccount).then(res2 => ({
            accountId: account.id,
            res: res2
          })))
        }

try {
      const syncResponses = await async function(accounts) { // This is the line at async 
        const startDates = await Promise.all(accounts.map(async a => getAccountSyncStartDate(a.id)))
          , res = await downloadSimpleFinTransactions(accounts.map(a => a.account_id), startDates)
          , promises = [];
<!-- gh-comment-id:3993980304 --> @denisborovikov commented on GitHub (Mar 3, 2026): I'm not sure if this is related to this specific issue, but I have the same broken behaviour with the recent update and using SimpleFin as well. After sync, the internal error message appears. In my case, the sync with the bank doesn't work at all. Nothing updates, no transactions are added. ``` There was an internal error. Please get in touch https://actualbudget.org/contact for support. ``` Here's the message in console ``` Internal error: TypeError: Cannot read properties of undefined (reading 'error_code') at accounts.map.id (https://demo.actualbudget.org/kcab/kcab.worker.C2vnwNMt.js:1:2653856) at async https://demo.actualbudget.org/kcab/kcab.worker.C2vnwNMt.js:1:2653426 ``` There are no errors in the network tab, all requests return 200 status. The source map for the code above ```js for (let i2 = 0; i2 < accounts.length; i2++) { const account = accounts[i2] , download2 = res[account.account_id] , acctRow = await select("accounts", account.id) , newAccount = null == await getAccountOldestTransaction(account.id); download2.error_code ? promises.push(Promise.resolve({ // This is the line at at accounts.map.id accountId: account.id, res: download2 })) : promises.push(processBankSyncDownload(download2, account.id, acctRow, newAccount).then(res2 => ({ accountId: account.id, res: res2 }))) } ``` ```js try { const syncResponses = await async function(accounts) { // This is the line at async const startDates = await Promise.all(accounts.map(async a => getAccountSyncStartDate(a.id))) , res = await downloadSimpleFinTransactions(accounts.map(a => a.account_id), startDates) , promises = []; ```
GiteaMirror commented 2026-04-26 06:23:02 -05:00
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@jtaseff commented on GitHub (Mar 9, 2026):

Some of my accounts have now resolved themselves, but one the synced balance is still off by way more than any recent transactions.

<!-- gh-comment-id:4024668806 --> @jtaseff commented on GitHub (Mar 9, 2026): Some of my accounts have now resolved themselves, but one the synced balance is still off by way more than any recent transactions.
GiteaMirror commented 2026-04-26 06:23:03 -05:00
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@youngcw commented on GitHub (Mar 9, 2026):

Some of my accounts have now resolved themselves, but one the synced balance is still off by way more than any recent transactions.

@jtaseff Are you looking at the balance in the reconcile box? Only transactions change the account balance. Simplefin will pull in and save the balance for you to use, it wont update the account balance automatically.

<!-- gh-comment-id:4025050625 --> @youngcw commented on GitHub (Mar 9, 2026): > Some of my accounts have now resolved themselves, but one the synced balance is still off by way more than any recent transactions. @jtaseff Are you looking at the balance in the reconcile box? Only transactions change the account balance. Simplefin will pull in and save the balance for you to use, it wont update the account balance automatically.
GiteaMirror commented 2026-04-26 06:23:04 -05:00
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@jtaseff commented on GitHub (Mar 9, 2026):

Some of my accounts have now resolved themselves, but one the synced balance is still off by way more than any recent transactions.

@jtaseff Are you looking at the balance in the reconcile box? Only transactions change the account balance. Simplefin will pull in and save the balance for you to use, it wont update the account balance automatically.

Yes as mentioned above I'm looking at the "bank balance" shown in the reconcile button, and what simplefin is getting there is still off from what my bank is showing.

<!-- gh-comment-id:4025069066 --> @jtaseff commented on GitHub (Mar 9, 2026): > > Some of my accounts have now resolved themselves, but one the synced balance is still off by way more than any recent transactions. > > [@jtaseff](https://github.com/jtaseff) Are you looking at the balance in the reconcile box? Only transactions change the account balance. Simplefin will pull in and save the balance for you to use, it wont update the account balance automatically. Yes as mentioned above I'm looking at the "bank balance" shown in the reconcile button, and what simplefin is getting there is still off from what my bank is showing.
GiteaMirror commented 2026-04-26 06:23:05 -05:00
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@youngcw commented on GitHub (Mar 9, 2026):

Check what simplefin is returning by looking at the raw data in the browser console.

<!-- gh-comment-id:4025260242 --> @youngcw commented on GitHub (Mar 9, 2026): Check what simplefin is returning by looking at the raw data in the browser console.
GiteaMirror commented 2026-04-26 06:23:06 -05:00
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@ben-peng commented on GitHub (Mar 16, 2026):

I get a similar issue when doing a manual sync via an ofx file.

The account that I import to shows the balance correctly, but if there's any transfers to another account, the transferred-to account doesn't update. Transactions are all marked as checked when imported and interestingly, when I uncheck and re-check the transfers in the initial account, the transferred-to account updates.

<!-- gh-comment-id:4065678868 --> @ben-peng commented on GitHub (Mar 16, 2026): I get a similar issue when doing a manual sync via an ofx file. The account that I import to shows the balance correctly, but if there's any transfers to another account, the transferred-to account doesn't update. Transactions are all marked as checked when imported and interestingly, when I uncheck and re-check the transfers in the initial account, the transferred-to account updates.
GiteaMirror commented 2026-04-26 06:23:07 -05:00
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@github-actions[bot] commented on GitHub (Mar 24, 2026):

This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.

<!-- gh-comment-id:4114914588 --> @github-actions[bot] commented on GitHub (Mar 24, 2026): This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.
GiteaMirror commented 2026-04-26 06:23:07 -05:00
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@WizenThorne commented on GitHub (Mar 24, 2026):

Having the same issue with one bank. The others work fine. I removed and re-added the bank and it appears like everything is fine, just no new transactions I know are there.

<!-- gh-comment-id:4122005613 --> @WizenThorne commented on GitHub (Mar 24, 2026): Having the same issue with one bank. The others work fine. I removed and re-added the bank and it appears like everything is fine, just no new transactions I know are there.
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