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[GH-ISSUE #5681] [Feature] Add balance tracking for investment accounts #9389

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opened 2026-04-10 19:39:52 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-10 19:39:52 -05:00
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Originally created by @adamk33n3r on GitHub (Sep 4, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5681

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?

Investment accounts balances are not being tracked after initial fetch (I'm using SimpleFIN). SimpleFIN returns the balance of my Robinhood account, but Actual doesn't do anything with it as it is only tracking transactions now. It would be nice if it could change it's balance.

Describe your ideal solution to this problem

Maybe it could add transactions called "Account Value Change" or something similar that that would be the "current balance - new balance" difference. Or maybe it could be a new investment account type that doesn't really track "transactions" at all and just updates the balance when syncing.

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No response

Originally created by @adamk33n3r on GitHub (Sep 4, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5681 ### 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? Investment accounts balances are not being tracked after initial fetch (I'm using SimpleFIN). SimpleFIN returns the balance of my Robinhood account, but Actual doesn't do anything with it as it is only tracking transactions now. It would be nice if it could change it's balance. ### Describe your ideal solution to this problem Maybe it could add transactions called "Account Value Change" or something similar that that would be the "current balance - new balance" difference. Or maybe it could be a new investment account type that doesn't really track "transactions" at all and just updates the balance when syncing. ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-10 19:39:52 -05:00
GiteaMirror commented 2026-04-10 19:39:54 -05:00
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@github-actions[bot] commented on GitHub (Sep 4, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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:3255466506 --> @github-actions[bot] commented on GitHub (Sep 4, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 19:39:54 -05:00
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@adamk33n3r commented on GitHub (Sep 4, 2025):

I'm not sure how I didn't find the issue earlier cause I did look, but I just found #5678 which is basically what I'm describing. I also found #4601 but it looks like it was denied? Maybe I'll just have to wait for plugin support.

<!-- gh-comment-id:3255491809 --> @adamk33n3r commented on GitHub (Sep 4, 2025): I'm not sure how I didn't find the issue earlier cause I did look, but I just found #5678 which is basically what I'm describing. I also found #4601 but it looks like it was denied? Maybe I'll just have to wait for plugin support.
GiteaMirror commented 2026-04-10 19:39:55 -05:00
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@youngcw commented on GitHub (Sep 4, 2025):

Ill close this for now as a duplicate of #5678

<!-- gh-comment-id:3255495763 --> @youngcw commented on GitHub (Sep 4, 2025): Ill close this for now as a duplicate of #5678
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