[Bug]: Back account syncing imports incorrect data (for two different banks) #707

New Issue

GiteaMirror · 2026-02-28T19:14:34-06:00

GiteaMirror commented

2026-02-28 19:14:34 -06:00

Originally created by @Gaibhne on GitHub (Nov 3, 2023).

Verified issue does not already exist?

I have searched and found no existing issue

What happened?

I import (via GoCardless, as per the readme) from two German banks (Sparkasse Aachen and ING DiBa), and both imports are incorrect - for the Sparkasse account, the note field is always empty, meaning the description of the transaction is not available at all, and for ING, all the notes start with mandatereference:,creditorid:,remittanceinformation:, making it impossible to see the actual note unless you click each field and scroll to the far right.

Any way to customize the sync details ? Those both seem like easy fixes I could trivially do myself if I could hook in somewhere or change the base config.

What error did you receive?

No response

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 10

Originally created by @Gaibhne on GitHub (Nov 3, 2023). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? I import (via GoCardless, as per the readme) from two German banks (Sparkasse Aachen and ING DiBa), and both imports are incorrect - for the Sparkasse account, the note field is always empty, meaning the description of the transaction is not available at all, and for ING, all the notes start with `mandatereference:,creditorid:,remittanceinformation:`, making it impossible to see the actual note unless you click each field and scroll to the far right. Any way to customize the sync details ? Those both seem like easy fixes I could trivially do myself if I could hook in somewhere or change the base config. ### What error did you receive? _No response_ ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 10

GiteaMirror added the bank sync bug labels 2026-02-28 19:14:34 -06:00

GiteaMirror closed this issue

2026-02-28 19:14:34 -06:00

GiteaMirror commented

2026-02-28 19:14:35 -06:00

@youngcw commented on GitHub (Nov 3, 2023):

If the data it correct from GoCardless, just not importing correct, you will need to setup a custom parser for the banks. There are a few in the codebase already

@youngcw commented on GitHub (Nov 3, 2023): If the data it correct from GoCardless, just not importing correct, you will need to setup a custom parser for the banks. There are a few in the codebase already

GiteaMirror commented

2026-02-28 19:14:35 -06:00

@Gaibhne commented on GitHub (Nov 3, 2023):

How would I go about that, and how would I check if the data it gets from GoCardless is correct ?

@Gaibhne commented on GitHub (Nov 3, 2023): How would I go about that, and how would I check if the data it gets from GoCardless is correct ?

GiteaMirror commented

2026-02-28 19:14:35 -06:00

@youngcw commented on GitHub (Nov 3, 2023):

If you search around the discord you can find what other people have done. I don't use it so I don't know

@youngcw commented on GitHub (Nov 3, 2023): If you search around the discord you can find what other people have done. I don't use it so I don't know

GiteaMirror commented

2026-02-28 19:14:35 -06:00

@Jackenmen commented on GitHub (Nov 3, 2023):

You can find a document as well as examples for how to do it here: https://github.com/actualbudget/actual-server/tree/master/src/app-gocardless

@Jackenmen commented on GitHub (Nov 3, 2023): You can find a document as well as examples for how to do it here: https://github.com/actualbudget/actual-server/tree/master/src/app-gocardless

GiteaMirror commented

2026-02-28 19:14:36 -06:00

@MatissJanis commented on GitHub (Nov 16, 2023):

👋 As others mentioned: the solution is to create a custom bank adapter. But best we can do is point you in the right direction. The actual implementation will need to be done by you.

@MatissJanis commented on GitHub (Nov 16, 2023): 👋 As others mentioned: the solution is to create a custom bank adapter. But best we can do is point you in the right direction. The actual implementation will need to be done by you.

GiteaMirror commented

2026-02-28 19:14:36 -06:00

@s3rglx commented on GitHub (Dec 6, 2023):

You can find a document as well as examples for how to do it here: https://github.com/actualbudget/actual-server/tree/master/src/app-gocardless

Hello,
I've tried to follow these instructions. I guess, the documentation isn't up to date. The description to add new institutionId on client side code is deprecated. As far as I understood the client is fetching the available bank adapter data provided by the bank factory from server.

Correct me if I'm wrong.

@s3rglx commented on GitHub (Dec 6, 2023): > You can find a document as well as examples for how to do it here: https://github.com/actualbudget/actual-server/tree/master/src/app-gocardless Hello, I've tried to follow these instructions. I guess, the documentation isn't up to date. The description to add new institutionId on client side code is deprecated. As far as I understood the client is fetching the available bank adapter data provided by the bank factory from server. Correct me if I'm wrong.

GiteaMirror commented

2026-02-28 19:14:36 -06:00

@MatissJanis commented on GitHub (Dec 15, 2023):

No changes are necessary to the client-side anymore. Only server-side :)

I've drafted a PR to update the docs: https://github.com/actualbudget/actual-server/pull/292

Thanks for the callout!

@MatissJanis commented on GitHub (Dec 15, 2023): No changes are necessary to the client-side anymore. Only server-side :) I've drafted a PR to update the docs: https://github.com/actualbudget/actual-server/pull/292 Thanks for the callout!