r/actualbudgeting

I have been absolutely struggling with the Actual -> SimpleFIN connect. I use PikaPod and nothing fancy. My bank is Chase.

Actual budget simply does not sync with SimpleFIN. When I click "Sync", it does. not. sync. I know this because on the "bank sync" tab, my last sync (after pressing the "sync" button) shows as several days ago. Actual Budget is not receiving transactions from SF.

On the other hand if I un link and re link the auto synced accounts, all the transactions get imported correctly. This is how I know it's not a SF problem.

I'm going insane. What do I do?

If you could add one thing to the AB experience, what would it be, and why?

Hey everyone, I’m the developer of Bridge Bank, the tool that syncs European bank transactions to Actual Budget via PSD2/Open Banking.

I’m considering adding a scheduled email report feature, weekly or monthly, that summarises your Actual Budget data in your inbox. Things like spending by category, budget vs actual, net worth trends, and overspending alerts.

The idea is just a passive way to stay on top of your finances without having to open the app.

Would you use something like this? Weekly or monthly? And what would you want to see in it?