Community add-ons
Community
External account
SimpleFIN Sync
Sync bank, credit-card and investment data from SimpleFIN Bridge into Wealthfolio, with per-institution failure isolation and sync history.
Read the full README on GitHub banking sync import transactions investments
Privacy and permissions
Connects to 2 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
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 List Wealthfolio accounts to map against, and create new ones on request.
- Transaction history Import cash transactions fetched from SimpleFIN, and reconcile credit-card payments and cash-to-cash transfers into linked transfers.
- Network access Fetch accounts, transactions and holdings from the SimpleFIN Bridge.
- Portfolio data Recalculate a CASH account's balance after backfilling its full history, so the opening-balance gap against SimpleFIN can be measured accurately.
- Secrets management Store the SimpleFIN access credentials in the system keyring, and let the host attach them to brokered SimpleFIN Bridge requests without exposing the plaintext to the addon.
- Snapshot management Import holdings snapshots for investment accounts.
Installing it
- 1
Download the latest release from christancho/simplefin-wealthfolio-addon.
- 2
In Wealthfolio, open
Settings → Addonsand chooseInstall from File. - 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.