Source: https://wealthfolio.app/addons/community/simplefin-sync/

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Community External account

# SimpleFin Sync

v1.24.1 by [Bubbles840](https://github.com/Bubbles840) Updated August 25, 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](https://github.com/Bubbles840/wealthfolio-simplefin-addon#readme)

[Download from GitHub](https://github.com/Bubbles840/wealthfolio-simplefin-addon/releases) [View source](https://github.com/Bubbles840/wealthfolio-simplefin-addon)

banking import sync transactions spending telegram categorization

## Privacy 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.  1
    
    Download the latest release from [Bubbles840/wealthfolio-simplefin-addon](https://github.com/Bubbles840/wealthfolio-simplefin-addon/releases).
    
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.

## Details

Price

External account

License

MIT

Version

1.24.1

Built with SDK

3.6.2

Needs Wealthfolio

3.6.2+

Last activity

August 25, 2026

Read from the repository as of August 25, 2026. Price is set by the publisher.

## What it costs

This only works if you have an account with another service. That account might cost money, and it has its own rules.

## Published by Bubbles840

They build it, distribute it, and support it. Wealthfolio shows what it declares and what the sandbox allows, but doesn't distribute or audit it. [How listings work](https://wealthfolio.app/addons/community/about/).

[Repository](https://github.com/Bubbles840/wealthfolio-simplefin-addon) [README](https://github.com/Bubbles840/wealthfolio-simplefin-addon#readme) [Support](https://github.com/Bubbles840/wealthfolio-simplefin-addon/issues) [Privacy policy](https://github.com/Bubbles840/wealthfolio-simplefin-addon/blob/main/PRIVACY.md)