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[GH-ISSUE #3529] [Feature] Add Financial Institution Column to Link Accounts Modal #8392

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opened 2026-04-10 18:36:11 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-10 18:36:11 -05:00
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Originally created by @UnInfamous on GitHub (Sep 28, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3529

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Legibility in knowing what financial institution which accounts belong to. For example, I added a new account to SimpleFIN and going back to add a new account, I can't see which account it is. For some additional context, my partner and I have our accounts setup in separate files. I just added Apple Card and when I went to add the account, I can't tell at a glance what financial institution/account it is.

Describe your ideal solution to this problem

Would like to add a column named Financial Institution to the right of 'Bank Account To Sync' that would specify the FI name as SimpleFin has it if that is passed along.

I don't have years developing a pre-existing app, and not fully familiar with all of the languages at play, so I'll need some help to get started.

Teaching and learning

It would be immediately noticeable when opening the 'Link bank account with SimpleFIN' button.

Originally created by @UnInfamous on GitHub (Sep 28, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3529 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Legibility in knowing what financial institution which accounts belong to. For example, I added a new account to SimpleFIN and going back to add a new account, I can't see which account it is. For some additional context, my partner and I have our accounts setup in separate files. I just added Apple Card and when I went to add the account, I can't tell at a glance what financial institution/account it is. ### Describe your ideal solution to this problem Would like to add a column named Financial Institution to the right of 'Bank Account To Sync' that would specify the FI name as SimpleFin has it if that is passed along. I don't have years developing a pre-existing app, and not fully familiar with all of the languages at play, so I'll need some help to get started. ### Teaching and learning It would be immediately noticeable when opening the 'Link bank account with SimpleFIN' button.
GiteaMirror added the feature label 2026-04-10 18:36:11 -05:00
GiteaMirror commented 2026-04-10 18:36:16 -05:00
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@github-actions[bot] commented on GitHub (Sep 28, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:2380927193 --> @github-actions[bot] commented on GitHub (Sep 28, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-10 18:36:17 -05:00
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@tinng81 commented on GitHub (Oct 5, 2024):

With the new introduction of label from SimpleFIN, accounts can have labels appended after the institution (see photo). Here is the raw data pulled indicating the applied labels. Maybe what's best is a similar approach of a fixed institution column with labels from SimpleFIN and another column for "friendly name" that user can edit?


Wealthsimple WS TIN - CASH

{'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600}
--------------------------------------------------

Wealthsimple WS TIN - SELF_DIRECTED_XXXX
{'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600}

--------------------------------------------------

Screenshot 2024-10-05 at 9 05 17 AM

<!-- gh-comment-id:2395036790 --> @tinng81 commented on GitHub (Oct 5, 2024): With the new introduction of label from SimpleFIN, accounts can have labels appended after the institution (see photo). Here is the raw data pulled indicating the applied labels. Maybe what's best is a similar approach of a fixed institution column with labels from SimpleFIN and another column for "friendly name" that user can edit? ``` Wealthsimple WS TIN - CASH {'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600} -------------------------------------------------- Wealthsimple WS TIN - SELF_DIRECTED_XXXX {'id': 'TRN-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx', 'posted': 1708689600, 'amount': '0', 'description': 'description', 'payee': 'payee 'memo': '', 'transacted_at': 1708689600} -------------------------------------------------- ``` ![Screenshot 2024-10-05 at 9 05 17 AM](https://github.com/user-attachments/assets/b19ce5f0-712e-4181-acd3-e69a7962b59c)
GiteaMirror commented 2026-04-10 18:36:17 -05:00
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@UnInfamous commented on GitHub (Oct 5, 2024):

I believe adding more than one column would go against Actual's minimalist design strategy. Even adding one with the information I would like to get across might be too much.

As an aside, from how Actual pulls financial institution names from SimpleFIN, they come with the labels attached.

I believe my difficulty here will be validating with GoCardless as well. I thought I saw a test account in the codebase somewhere, but can't currently recall.

<!-- gh-comment-id:2395091533 --> @UnInfamous commented on GitHub (Oct 5, 2024): I believe adding more than one column would go against Actual's minimalist design strategy. Even adding one with the information I would like to get across might be too much. As an aside, from how Actual pulls financial institution names from SimpleFIN, they come with the labels attached. I believe my difficulty here will be validating with GoCardless as well. I thought I saw a test account in the codebase somewhere, but can't currently recall.
GiteaMirror commented 2026-04-10 18:36:18 -05:00
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@gitchap commented on GitHub (Mar 11, 2025):

Several of my accounts come through as "Account" and "CREDIT CARD" and I don't know what's what. It doesn't help that most of them have a $0 balance most of the time, so I can't reference that either.

Listing the institution someway would be most helpful. Including labels would be extra helpful.

<!-- gh-comment-id:2712122743 --> @gitchap commented on GitHub (Mar 11, 2025): Several of my accounts come through as "Account" and "CREDIT CARD" and I don't know what's what. It doesn't help that most of them have a $0 balance most of the time, so I can't reference that either. Listing the institution someway would be most helpful. Including labels would be extra helpful.
GiteaMirror commented 2026-04-10 18:36:19 -05:00
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@youngcw commented on GitHub (Apr 23, 2025):

this has been added

<!-- gh-comment-id:2825651988 --> @youngcw commented on GitHub (Apr 23, 2025): this has been added
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