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[GH-ISSUE #3048] [Bug]: SimpleFin-synced account shows wrong total amount. (possibly related to startDate
#8166
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Originally created by @jeffjose on GitHub (Jul 13, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3048
Verified issue does not already exist?
What happened?
Looks like the total amount displayed on the top of the page for an account is different is the account is old vs an account created in a fresh budget file.
I believe this is due to starting balances and
startDate. In the new budget file, thestartDatedoesnt go as back as the original account's starting balance, and that somehow causes the total amount to be different.In other words
BUDGET 1 created few months back - ACCOUNT A (simpleFin synced)
2023-11-XX.BUDGET 2 freshly created - ACCOUNT A (simpleFin synced)
2024-04-XXWhere are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Chrome
Operating System
Linux
@duplaja commented on GitHub (Jul 13, 2024):
Did you set a starting balance for the account, for a particular date?
The total amount shown at the top is calculated using the sum of all transactions. If you set a starting balance, then the bank sync uses that as the initial date, and goes from there (or 90 days, whichever is most recent).
@jeffjose commented on GitHub (Jul 13, 2024):
No. I didnt set Starting Balance. Both accounts were 100% populated by SimpleFin.
Image showing starting balance of the "old" account. Note how it starts on 11/13/2023
Same account (credit card) but on a new budget file and synced via SimpleFin today. The starting balance is on 4/15/2025
FWIW, the "old" account shows the same transactions on 4/15/2025
@jeffjose commented on GitHub (Jul 13, 2024):
Exported transactions into a sheet. I plan to dig into this a bit more later today as well.
https://docs.google.com/spreadsheets/d/1t1Ub28aeJGT909Q8Z1kQrwv80CZF-h9V0oQTwLfTLHE/edit?usp=sharing
@xshalan commented on GitHub (Nov 8, 2024):
I have this issue too. Did you able to fix it?
@jshargrave commented on GitHub (Dec 24, 2024):
I'm also seeing this same issue
@matt-fidd commented on GitHub (Aug 3, 2025):
I can't reproduce this nowadays. My advice to anyone who comes across this in the future is to correct the starting balance transaction if it's incorrect - it's a one time fix and the balance should then be correct going forwards.
@dnwk commented on GitHub (Nov 13, 2025):
I still have this issue. I was having the correct balance before. But for some reason maybe some transaction didn't get synced and balance just go out of sync. There should have an option to just use synced balance.