[Feature] Option to not include future transactions when syncing bank accounts using GoCardless #928

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opened 2026-02-28 19:25:31 -06:00 by GiteaMirror · 1 comment
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Originally created by @Waseh on GitHub (Feb 15, 2024).

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?

When syncing my bank accounts to Actual using the GoCardless integration transactions up to (about) 60 days in the future gets pulled into Actual. This results in the balance of the accounts in Actual not matching what is in fact the current real balance of the account as well as cluttering the transactions list with many future transactions.

While writing this feature request i also tested what would happen if I then deleted a future transaction in my bank and then synced with Actual. In my testing, deleting the future transaction in my bank and then syncing does not remove the transaction from Actual meaning that the accounts actually become out of sync and then having to remove the future transaction manually from Actual to restore parity between Actual and my bank account.

Describe your ideal solution to this problem

I would like the ability to choose not to import transactions in the future when using integrations that pull data directly from banks.
Some relevant discussion has been going on in #2354

Teaching and learning

I guess this option could be presented when setting up the bank synchronization.

Originally created by @Waseh on GitHub (Feb 15, 2024). ### 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? When syncing my bank accounts to Actual using the GoCardless integration transactions up to (about) 60 days in the future gets pulled into Actual. This results in the balance of the accounts in Actual not matching what is in fact the current real balance of the account as well as cluttering the transactions list with many future transactions. While writing this feature request i also tested what would happen if I then deleted a future transaction in my bank and then synced with Actual. In my testing, deleting the future transaction in my bank and then syncing does not remove the transaction from Actual meaning that the accounts actually become out of sync and then having to remove the future transaction manually from Actual to restore parity between Actual and my bank account. ### Describe your ideal solution to this problem I would like the ability to choose not to import transactions in the future when using integrations that pull data directly from banks. Some relevant discussion has been going on in #2354 ### Teaching and learning I guess this option could be presented when setting up the bank synchronization.
GiteaMirror added the featureneeds votes labels 2026-02-28 19:25:31 -06:00
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@github-actions[bot] commented on GitHub (Feb 15, 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 👍!

@github-actions[bot] commented on GitHub (Feb 15, 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 -->
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Reference: github-starred/actual#928