actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
15.62k stars 1.21k forks source link

[Feature] add institution name to accounts from simplefin #3683

Closed bennyen closed 1 month ago

bennyen commented 1 month ago

Verified feature request does not already exist?

đź’»

Pitch: what problem are you trying to solve?

Linking accounts with simplefin defaults to passing the account name as-is to actualbudget. However, there is no way to discern one from another that have matching names.

Describe your ideal solution to this problem

Prepend an identifier for the institution before the account name to be used in actual. First choice is the institutional name, else the serverUrl

Teaching and learning

No response

github-actions[bot] commented 1 month ago

: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 👍!