SimpleFin Sync
Automatically import bank and credit-card transactions from SimpleFin, with correct balances, pending reconciliation, and internal-transfer linking. Optional Telegram reports and commands, and automatic categorization of Amazon charges from their order emails.
Read the full README on GitHubPrivacy and permissions
Connects to 3 places
It asked for internet access and can reach the sites listed here, if you allow that when you install it.
- bridge.simplefin.org
- beta-bridge.simplefin.org
- api.telegram.org
This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then.
- Account management Show existing accounts, and optionally create new Wealthfolio accounts, for mapping to SimpleFin accounts
- Transaction history Import bank transactions, reconcile pending transactions (create/update/delete), and link transfer pairs
- Network access Fetch transaction data from SimpleFin Bridge
- Portfolio data Read current account balances to size one-time starting-balance corrections
- Secrets management Store SimpleFin credentials and sync configuration securely
- Navigation Open a mapped account's page in Wealthfolio when its row is clicked
Installing it
- 1
Download the latest release from Bubbles840/wealthfolio-simplefin-addon.
- 2
In Wealthfolio, open
Settings → Addonsand chooseInstall from File. - 3
Check the permissions Wealthfolio shows you, and approve them there.