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Ability to refresh sources

Feature Request

I’m using a bank that allows me to have multiple sub-accounts, called Pockets, which are real accounts with IBANs. When I want to add those to Synci, I have to basically delete all my existing accounts from that bank in Synci and start from scratch. Needless to say that special settings for this bank are also gone.

That’s why I suggest a “refresh source” feature, where Synci checks if there are new accounts and if yes, add them to Synci.

Related to
Banks
Posted by Roeshimi ·
Status: Completed3 comments

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Comments3

  • Matias changed status to Completed
    Team•

    Feb 27

    Pinned

    This is now possible in the new version of Synci! We now automatically check for new accounts. We have also added a “Renew Consent” button for Bank Connections which will extend the lifetime of the connection and fetch new accounts, without deleting existing ones.

    You can switch to the new version early by clicking “Options” in the sidebar, then “Switch to new Synci”.

  • Rojo

    •

    Feb 23, 2025

    I would also like to:

    1. Be able to choose which sources I will import from that bank.

    Reason:
    I use N26 and Revolut, and both have multiple subaccounts with IBAN and all, every time I add a new pocket/folder in the bank’s app and connect it to Synci, Synci brings ALL of them back, some are even deleted in the bank’s app, and Synci is not checking the “status”:”deleted” attribute from GoCardless, so they get all brought back to Synci.

    If I want to delete the ones I will not use, I have to do this one by one in Synci, so additionally to be able to choose which to bring to Synci, I would also like to:

    2. Be able to bulk-delete sources (multi-select with checkboxes or whatever)

    Not just for the reasons explained before, it also makes sense to be able to do this without going through them one by one. Imagine having multiple banks and multiple sources, and then wanting to add/delete. I think the pain is self explanatory.

    • Matias

      Team•

      Feb 27

      Both of these are planned for the next month :)