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[Bug]: Bank Imports before budget start date #609
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Reference: github-starred/actual#609
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Originally created by @kennylarsen on GitHub (Aug 31, 2023).
Verified issue does not already exist?
What happened?
Using the GoCardless transaction import I am sometimes getting transactions imported prior to the budget start date. This seems a little hit and miss, sometimes they appear sometimes they don't. Do we need some kind of filter which drops everything before the starting balance date?
What error did you receive?
No response
Where are you hosting Actual?
Fly.io
What browsers are you seeing the problem on?
Microsoft Edge
Operating System
Windows 11
@youngcw commented on GitHub (Feb 4, 2024):
Has this been seen recently? The bank sync logic should check for the first transaction in an account and never pull from further back then that.
@mosbror commented on GitHub (May 8, 2024):
I've recently started moving over from YNAB.
In the past I've just not added all account activity. So I have a similar issue.
If there would be some "sync settings" where you could set a "Ignore account activity before: 2024-03-03".
As an alternative, the system could "remember" which transaction you've deleted in the past and just not import them again with the next sync.
@youngcw commented on GitHub (Jun 28, 2024):
Closing this as old. To put a start date on bank syncing add a starting transaction to the account to set the account balance. Sync will then not pull from before that.