duplaja / actual-simplefin-sync

Sync ActualBudget via SimpleFIN
MIT License
23 stars 7 forks source link

Allow for Creation of Account in Actual #11

Open jacobkossman opened 10 months ago

jacobkossman commented 10 months ago

Would be nice to allow for the creation of an account within Actual when doing the setup step for a new account pulling from SimpleFin so you don't have to restart if you linked a new account in SimpleFin etc.

duplaja commented 9 months ago

You shouldn't have to do a full restart. Should just be able to run node app.js --link, to modify linked accounts. Is this what you were looking for?

jacobkossman commented 9 months ago

I'm thinking the opposite. Instead of linking an existing Actual account to a SimpleFin account, I would like an option during linking and syncing that would run through the creation of an Actual account and then link to it. So for example:

  1. You've been using Actual / SimpleFin for a bit, and you open a new savings bank account that has a better interest rate.
  2. You run SimpleFin sync but you've forgotten to create the account in Actual
  3. You now have to cancel the sync, go into Actual, create the account, then re-run SimpleFin sync and link it.

My ideal solution would be instead of having to cancel the sync there's a new option that says "Create new Actual Account" and that would use the API to create the account and then link the new bank account to it.

I think if this is going to stay a CLI tool vs being integrated as an Actual feature (🤞 ) it shouldn't make you leave the CLI if you need to create the account if there's a way to use the API to do so. Obviously this isn't mission critical but I think would just be a very nice to have for when it does come up occasionally.