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[GH-ISSUE #5336] [Bug]: Not all manually imported OFX transactions match Simplefin downloaded transactions #99697

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opened 2026-05-29 16:19:31 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-05-29 16:19:31 -05:00
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Originally created by @cjfagerstrom on GitHub (Jul 16, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5336

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When importing an OFX file to add missing transactions due to broken bank connection in Simplefin not all transactions match up. The files were the same with a transfer between accounts transaction that was imported as a duplicate. When two were imported that were deposits, the payee field is importing as a different name than what Simplefin imported and they do not match. It appears that the imported payee from the OFX file is either a truncated version of the notes field or Actual Budget is displaying a truncated version of the imported payee when I hover over the payee.

Image Image Image Image Image

How can we reproduce the issue?

Import Simplefin transactions and then download an OFX file from the same period and import those transactions. Some but not all will match.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @cjfagerstrom on GitHub (Jul 16, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5336 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When importing an OFX file to add missing transactions due to broken bank connection in Simplefin not all transactions match up. The files were the same with a transfer between accounts transaction that was imported as a duplicate. When two were imported that were deposits, the payee field is importing as a different name than what Simplefin imported and they do not match. It appears that the imported payee from the OFX file is either a truncated version of the notes field or Actual Budget is displaying a truncated version of the imported payee when I hover over the payee. <img width="1455" height="58" alt="Image" src="https://github.com/user-attachments/assets/8c621a78-5a89-4552-a7ca-a879a2ae2484" /> <img width="1461" height="61" alt="Image" src="https://github.com/user-attachments/assets/9c4f48a0-d8f8-4aed-9d79-62fd809c693b" /> <img width="772" height="34" alt="Image" src="https://github.com/user-attachments/assets/8d0d9a2e-98ab-46f2-be9a-f851f45cf496" /> <img width="1331" height="94" alt="Image" src="https://github.com/user-attachments/assets/07a5b4ea-7a3b-4bba-b937-afac07cdb987" /> <img width="777" height="154" alt="Image" src="https://github.com/user-attachments/assets/03b7800c-da7d-4b8d-9194-ea0e401c50e4" /> ### How can we reproduce the issue? Import Simplefin transactions and then download an OFX file from the same period and import those transactions. Some but not all will match. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the bugneeds info labels 2026-05-29 16:19:31 -05:00
GiteaMirror commented 2026-05-29 16:19:36 -05:00
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@youngcw commented on GitHub (Jul 16, 2025):

Do you have a suggestion on what should be done? If the data is different then its hard to consistently match them.

<!-- gh-comment-id:3078817808 --> @youngcw commented on GitHub (Jul 16, 2025): Do you have a suggestion on what should be done? If the data is different then its hard to consistently match them.
GiteaMirror commented 2026-05-29 16:19:37 -05:00
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@github-actions[bot] commented on GitHub (Jul 25, 2025):

This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.

<!-- gh-comment-id:3116134928 --> @github-actions[bot] commented on GitHub (Jul 25, 2025): This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.
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Reference: github-starred/actual#99697