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SimpleFin Sync

v1.17.1 by Bubbles840 Updated August 21, 2026

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 GitHub
Download from GitHub View source
banking import sync transactions spending telegram categorization

Privacy and permissions

Can send your data to other services

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

Read from the add-on's manifest. What it asks for is checked; the reason beside each one is the author's own wording. Wealthfolio shows you this same list when you install it, and you decide 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. 1

    Download the latest release from Bubbles840/wealthfolio-simplefin-addon.

  2. 2

    In Wealthfolio, open Settings → Addons and choose Install from File.

  3. 3

    Check the permissions Wealthfolio shows you, and approve them there.

These don't update themselves. When there's a new version, download it and install it again.