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[PR #5711] [MERGED] Add bank sync option to only import balance #6077

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opened 2026-02-28 21:23:35 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:23:35 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5711
Author: @youngcw
Created: 9/10/2025
Status: ✅ Merged
Merged: 9/11/2025
Merged by: @youngcw

Base: master ← Head: youngcw/no_transactions_import

📝 Commits (7)

  • d862e9a add investment account setting
  • fcc318b note
  • 3c65fec disable other options if enabled
  • eabbada handle 0 balance
  • f952ea5 Update packages/loot-core/src/server/accounts/sync.ts
  • 698b84c [autofix.ci] apply automated fixes
  • 1bfbedb dont exit early

📊 Changes

4 files changed (+54 additions, -10 deletions)

View changed files

📝 packages/desktop-client/src/components/banksync/EditSyncAccount.tsx (+37 -3)
📝 packages/loot-core/src/server/accounts/sync.ts (+10 -7)
📝 packages/loot-core/src/types/prefs.ts (+1 -0)
➕ upcoming-release-notes/5711.md (+6 -0)

📄 Description

Resolves #5678
This adds the option to not import transactions when doing a bank sync. The check box is called "Investment account" to make it more clear why you would want to do this.

Currently this simply doesn't send the transaction data over to the matching. A more robust option might be to change each of the download<provider>Transactions functions to use a different api call if that would work to get the balance.

I didn't change the handling of the initial sync since there is no way to apply this setting before an initial sync as far as I am aware. Also, the initial sync doesn't save the account balance. I've also not added saving the balance on initial sync to make testing this PR easier.

To test you should be able to:

  1. Link an account
  2. Change the setting in the bank sync page for the account
  3. Delete all the recently synced transactions from the account
  4. sync the account
  5. see that no transactions were imported, but the reconcile box has a balance you can use to reconcile against.

🔄 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/5711 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 9/10/2025 **Status:** ✅ Merged **Merged:** 9/11/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `youngcw/no_transactions_import` --- ### 📝 Commits (7) - [`d862e9a`](https://github.com/actualbudget/actual/commit/d862e9a48618ee8bed734c566b6c9111fbb0e305) add investment account setting - [`fcc318b`](https://github.com/actualbudget/actual/commit/fcc318bb75c6ecedd2cc69ed683be4f055707625) note - [`3c65fec`](https://github.com/actualbudget/actual/commit/3c65fec0b839aab90d7257078b09d419b3b90c6c) disable other options if enabled - [`eabbada`](https://github.com/actualbudget/actual/commit/eabbada02ab93c551c6dcf214fdd6df96613e4fb) handle 0 balance - [`f952ea5`](https://github.com/actualbudget/actual/commit/f952ea51b6ba4f80e739ecc275dfa76a43e917ec) Update packages/loot-core/src/server/accounts/sync.ts - [`698b84c`](https://github.com/actualbudget/actual/commit/698b84c320ca31a2944c7e2d6756aa6d6daf2b09) [autofix.ci] apply automated fixes - [`1bfbedb`](https://github.com/actualbudget/actual/commit/1bfbedb0d5755d9b1e67d7e43584223cc4320e4b) dont exit early ### 📊 Changes **4 files changed** (+54 additions, -10 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/banksync/EditSyncAccount.tsx` (+37 -3) 📝 `packages/loot-core/src/server/accounts/sync.ts` (+10 -7) 📝 `packages/loot-core/src/types/prefs.ts` (+1 -0) ➕ `upcoming-release-notes/5711.md` (+6 -0) </details> ### 📄 Description Resolves #5678 This adds the option to not import transactions when doing a bank sync. The check box is called "Investment account" to make it more clear why you would want to do this. Currently this simply doesn't send the transaction data over to the matching. A more robust option might be to change each of the `download<provider>Transactions` functions to use a different api call if that would work to get the balance. I didn't change the handling of the initial sync since there is no way to apply this setting before an initial sync as far as I am aware. Also, the initial sync doesn't save the account balance. I've also not added saving the balance on initial sync to make testing this PR easier. To test you should be able to: 1. Link an account 2. Change the setting in the bank sync page for the account 3. Delete all the recently synced transactions from the account 4. sync the account 5. see that no transactions were imported, but the reconcile box has a balance you can use to reconcile against. --- <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 21:23:35 -06:00
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