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[PR #4646] [MERGED] ✨ Add org name to bank sync UI #5507

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opened 2026-02-28 21:13:35 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:13:35 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4646
Author: @alecbakholdin
Created: 3/17/2025
Status: ✅ Merged
Merged: 3/19/2025
Merged by: @youngcw

Base: master ← Head: add-org-name-to-bank-sync-ui

📝 Commits (6)

  • 94bdf08 Added institution name to the LinkModal
  • e2ebde7 Added release notes
  • 2f06e92 removed a stray import I did not mean to leave in
  • afd6e4b updated release note number
  • 5058362 Separated institution into its own column and updated sorting to sort by institution -> name
  • e236a72 Added tooltips to allow users to hover over institution name and account name when linking bank accounts

📊 Changes

2 files changed (+44 additions, -7 deletions)

View changed files

📝 packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.jsx (+38 -7)
➕ upcoming-release-notes/4646.md (+6 -0)

📄 Description

Resolves #3683 (duplicate of #4630)

Enhancement to prepend the linked account's institution name to the bank account name (when present). In the case of SimpleFIN, this would allow the user to see the tags they set in the SimpleFIN account UI.

To improve visibility, I've also increased the width of the LinkAccountModal, though I can see this not being desirable, and would defer to maintainers for guidelines on things like this. Sample of long and short account names below:

image

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/4646 **Author:** [@alecbakholdin](https://github.com/alecbakholdin) **Created:** 3/17/2025 **Status:** ✅ Merged **Merged:** 3/19/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `add-org-name-to-bank-sync-ui` --- ### 📝 Commits (6) - [`94bdf08`](https://github.com/actualbudget/actual/commit/94bdf08c16e6a23ae08b72ca76c4629e47668566) Added institution name to the LinkModal - [`e2ebde7`](https://github.com/actualbudget/actual/commit/e2ebde75cd80e895df02da2f95d876017d1c2ae0) Added release notes - [`2f06e92`](https://github.com/actualbudget/actual/commit/2f06e92ca774407714a0c95cd8ba856931d3acf6) removed a stray import I did not mean to leave in - [`afd6e4b`](https://github.com/actualbudget/actual/commit/afd6e4be915d8a65728d3b1ffc5ff7130ae1afa6) updated release note number - [`5058362`](https://github.com/actualbudget/actual/commit/5058362527b0afb08d6bb5e1c6268dbc190ae9f6) Separated institution into its own column and updated sorting to sort by institution -> name - [`e236a72`](https://github.com/actualbudget/actual/commit/e236a7235cf3178bd08fc470085bdfe4e4d6d260) Added tooltips to allow users to hover over institution name and account name when linking bank accounts ### 📊 Changes **2 files changed** (+44 additions, -7 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.jsx` (+38 -7) ➕ `upcoming-release-notes/4646.md` (+6 -0) </details> ### 📄 Description Resolves #3683 (duplicate of #4630) Enhancement to prepend the linked account's institution name to the bank account name (when present). In the case of SimpleFIN, this would allow the user to see the tags they set in the SimpleFIN account UI. To improve visibility, I've also increased the width of the LinkAccountModal, though I can see this not being desirable, and would defer to maintainers for guidelines on things like this. Sample of long and short account names below: ![image](https://github.com/user-attachments/assets/ee14d5a4-31bb-46ea-a05e-2e7a49c3aa4a) --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-02-28 21:13:35 -06:00
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