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[Feature] Improve handling of pending transactions for SimpleFIN sync #3502

Closed
1 of 2 tasks
wfg opened this issue Sep 25, 2024 · 5 comments
Closed
1 of 2 tasks

[Feature] Improve handling of pending transactions for SimpleFIN sync #3502

wfg opened this issue Sep 25, 2024 · 5 comments
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feature This issue is a feature request

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@wfg
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wfg commented Sep 25, 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?

Currently, if a pending transaction syncs into Actual from SimpleFIN and ends up not clearing, it remains in the Actual account ledger. I can't think of any situation in which these transactions should be in the ledger.

related issue: #3138

Describe your ideal solution to this problem

Ideally these transactions would be removed from the Actual ledger.

An acceptable alternative solution would be to optionally disable syncing pending transactions from SimpleFIN. That may be a flag or UI option that sets this value appropriately (instead of hard-coding it to 1).

Teaching and learning

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@wfg wfg added the feature This issue is a feature request label Sep 25, 2024
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Sep 25, 2024
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✨ 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 👍!

@gabeklavans
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Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.

@youngcw
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youngcw commented Feb 18, 2025

Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.

@gabeklavans Have you tried out the edge build lately? 🙂

@gabeklavans
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Given actual's stance is to never automatically delete things, I'm a strong proponent of the second option to just add a toggle to prevent pending transactions from being synced at all.

@gabeklavans Have you tried out the edge build lately? 🙂

I have not! But I'm assuming something has been merged in to address this! Maybe I'll check it out

@youngcw
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youngcw commented Feb 18, 2025

Optional import was implemented by #4253. Closing.

@youngcw youngcw removed the needs votes Please upvote this feature request if you would like to see it implemented! label Feb 18, 2025
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