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[GH-ISSUE #3831] [Feature] Periodic automatic bank sync #8524

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opened 2026-04-10 18:44:25 -05:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-04-10 18:44:25 -05:00
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Originally created by @BrunoWouters on GitHub (Nov 14, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3831

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?

We have bank sync setup via GoCardless. This works fine but sometimes when we are doing our administration the bank sync does not work because the bank is doing maintenance. This is annoying when you have reserved time to do administration.
Also when administration is not done frequently I could be possible to lose data because it is only possible to sync a limited months in the past.

Describe your ideal solution to this problem

It would be awesome if bank sync could be scheduled to trigger every day/week to keep ActualBudget up to date.

Teaching and learning

No response

Originally created by @BrunoWouters on GitHub (Nov 14, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3831 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? We have bank sync setup via GoCardless. This works fine but sometimes when we are doing our administration the bank sync does not work because the bank is doing maintenance. This is annoying when you have reserved time to do administration. Also when administration is not done frequently I could be possible to lose data because it is only possible to sync a limited months in the past. ### Describe your ideal solution to this problem It would be awesome if bank sync could be scheduled to trigger every day/week to keep ActualBudget up to date. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-10 18:44:25 -05:00
GiteaMirror commented 2026-04-10 18:44:28 -05:00
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@github-actions[bot] commented on GitHub (Nov 14, 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:2475958016 --> @github-actions[bot] commented on GitHub (Nov 14, 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 18:44:28 -05:00
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@bootsie123 commented on GitHub (Feb 26, 2025):

I would absolutely love this feature and it's really the one thing that's missing for me.

With that said, I'd be interested in implementing it. This is more of a question for the devs. How would you like to see this feature implemented?

<!-- gh-comment-id:2683642840 --> @bootsie123 commented on GitHub (Feb 26, 2025): I would absolutely love this feature and it's really the one thing that's missing for me. With that said, I'd be interested in implementing it. This is more of a question for the devs. How would you like to see this feature implemented?
GiteaMirror commented 2026-04-10 18:44:29 -05:00
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@jj33 commented on GitHub (Mar 24, 2025):

Giving my vote for this.

There is a script made in "actual-scripts" that you can set up a cron job, but it requires a local server and no 2FA in Actual to make it work. Maybe this is a possible starting place?

Or the ability to specify a cron job via the actual settings interface to run this?

<!-- gh-comment-id:2748984888 --> @jj33 commented on GitHub (Mar 24, 2025): Giving my vote for this. There is a script made in "actual-scripts" that you can set up a cron job, but it requires a local server and no 2FA in Actual to make it work. Maybe this is a possible starting place? Or the ability to specify a cron job via the actual settings interface to run this?
GiteaMirror commented 2026-04-10 18:44:30 -05:00
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@bootsie123 commented on GitHub (Mar 25, 2025):

I ended up creating my own project here which can be deployed via Docker.

Although, I did get a chance before that to look into the code and it should be pretty easy to implement this feature. There's already a method called runBankSync which is exposed in the API to run a bank sync across all accounts. All that's needed for a base implementation is to manage a scheduled task through a UI settings.

<!-- gh-comment-id:2751438041 --> @bootsie123 commented on GitHub (Mar 25, 2025): I ended up creating my own project [here](https://github.com/bootsie123/actual-budget-bank-sync) which can be deployed via Docker. Although, I did get a chance before that to look into the code and it should be pretty easy to implement this feature. There's already a method called [`runBankSync`](https://github.com/actualbudget/actual/blob/009a3dff4e805f322d4c17892668e3bd063f02e0/packages/api/methods.ts#L42) which is exposed in the API to run a bank sync across all accounts. All that's needed for a base implementation is to manage a scheduled task through a UI settings.
GiteaMirror commented 2026-04-10 18:44:31 -05:00
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@jj33 commented on GitHub (Mar 29, 2025):

Would be grand if I knew more about docker other than following portainer guides to get something working. Just don’t have the brain for it.

Cheers,
Joel

On Mar 25, 2025, at 9:23 AM, John Arrandale @.***> wrote:

bootsie123
left a comment
(actualbudget/actual#3831)
I did end up creating my own project here which can be deployed via Docker.

I did get a chance to look into the code and it should be pretty easy to implement this. There's already a method called runBankSync which is exposed in the API to run a bank sync across all accounts. All that's needed for a base implementation is to manage a scheduled task through a UI settings.

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https://github.com/bootsie123/actual-budget-bank-sync https://github.com/actualbudget/actual/blob/009a3dff4e805f322d4c17892668e3bd063f02e0/packages/api/methods.ts#L42 https://github.com/actualbudget/actual/issues/3831#issuecomment-2751438041 https://github.com/notifications/unsubscribe-auth/ABCNBQN3TVQQSYYEGFADRED2WFRF5AVCNFSM6AAAAABRYRDDR2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDONJRGQZTQMBUGE

bootsie123
left a comment
(actualbudget/actual#3831)
https://github.com/actualbudget/actual/issues/3831#issuecomment-2751438041
I did end up creating my own project here https://github.com/bootsie123/actual-budget-bank-sync which can be deployed via Docker.

I did get a chance to look into the code and it should be pretty easy to implement this. There's already a method called runBankSync https://github.com/actualbudget/actual/blob/009a3dff4e805f322d4c17892668e3bd063f02e0/packages/api/methods.ts#L42 which is exposed in the API to run a bank sync across all accounts. All that's needed for a base implementation is to manage a scheduled task through a UI settings.

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Reply to this email directly, view it on GitHub https://github.com/actualbudget/actual/issues/3831#issuecomment-2751438041, or unsubscribe https://github.com/notifications/unsubscribe-auth/ABCNBQN3TVQQSYYEGFADRED2WFRF5AVCNFSM6AAAAABRYRDDR2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDONJRGQZTQMBUGE.
You are receiving this because you commented.

<!-- gh-comment-id:2763037734 --> @jj33 commented on GitHub (Mar 29, 2025): Would be grand if I knew more about docker other than following portainer guides to get something working. Just don’t have the brain for it. Cheers, Joel > On Mar 25, 2025, at 9:23 AM, John Arrandale ***@***.***> wrote: > > > bootsie123 > left a comment > (actualbudget/actual#3831) > I did end up creating my own project here which can be deployed via Docker. > > I did get a chance to look into the code and it should be pretty easy to implement this. There's already a method called runBankSync which is exposed in the API to run a bank sync across all accounts. All that's needed for a base implementation is to manage a scheduled task through a UI settings. > > — > Reply to this email directly, view it on GitHub, or unsubscribe. > You are receiving this because you commented. > > <https://github.com/bootsie123/actual-budget-bank-sync> <https://github.com/actualbudget/actual/blob/009a3dff4e805f322d4c17892668e3bd063f02e0/packages/api/methods.ts#L42> <https://github.com/actualbudget/actual/issues/3831#issuecomment-2751438041> <https://github.com/notifications/unsubscribe-auth/ABCNBQN3TVQQSYYEGFADRED2WFRF5AVCNFSM6AAAAABRYRDDR2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDONJRGQZTQMBUGE> > > bootsie123 > left a comment > (actualbudget/actual#3831) > <https://github.com/actualbudget/actual/issues/3831#issuecomment-2751438041> > I did end up creating my own project here <https://github.com/bootsie123/actual-budget-bank-sync> which can be deployed via Docker. > > I did get a chance to look into the code and it should be pretty easy to implement this. There's already a method called runBankSync <https://github.com/actualbudget/actual/blob/009a3dff4e805f322d4c17892668e3bd063f02e0/packages/api/methods.ts#L42> which is exposed in the API to run a bank sync across all accounts. All that's needed for a base implementation is to manage a scheduled task through a UI settings. > > — > Reply to this email directly, view it on GitHub <https://github.com/actualbudget/actual/issues/3831#issuecomment-2751438041>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/ABCNBQN3TVQQSYYEGFADRED2WFRF5AVCNFSM6AAAAABRYRDDR2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDONJRGQZTQMBUGE>. > You are receiving this because you commented. >
GiteaMirror commented 2026-04-10 18:44:32 -05:00
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@seriouslag commented on GitHub (Aug 16, 2025):

I maintain a project to add this functionality, https://github.com/seriouslag/actual-auto-sync

I would also be interested in contributing to this in the main repo. It would be nice to have these settings in the main UI.

<!-- gh-comment-id:3193838124 --> @seriouslag commented on GitHub (Aug 16, 2025): I maintain a project to add this functionality, https://github.com/seriouslag/actual-auto-sync I would also be interested in contributing to this in the main repo. It would be nice to have these settings in the main UI.
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