Bug: Transactions don't update Sure account

[k-T0]

General checklist

• I have removed personal / sensitive data from screenshots and logs
• [ x] I have searched existing issues and discussions to ensure this is not a duplicate issue

How are you using Sure?

• I was a paying Maybe customer (hosted version)
• I use it on PikaPod, Umbrel or similar (VPS included)
• [ x] I am a self-hosted user (local only)

Self hoster checklist

• Self hosted app commit SHA (find in user menu): [enter commit sha here]
  • [ x] I have confirmed that my app's commit is the latest version of Sure
• Where are you hosting?
  • Render
  • [ x] Docker Compose
  • Umbrel
  • PikaPod
  • Other (please specify)

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Bug description

Problem is it shows all my transactions with date and amount but it isn't updating the account in Sure, like it doesn't show any fluctuations or graphs and the current balance need to be updated automatically. I am using Lunchflow to sync from bank account into Sure.
When new transactions happen it shows them in history but dosent change balance.

To Reproduce

Steps to reproduce the behavior:

1. Go to Lunchflow
2. Click on Sync now from bank account to the Sure account
3. See problem

Screenshots and/or recordings

[dosubot]

Hi @k-T0! I'm Dosu and I’m helping the sure team.

This is a known issue in Sure, especially for 'Other Assets' accounts—transactions in these accounts do not update the balance or graphs automatically by design. They're meant to be tracked by manual valuation entries, not by transaction sums. If your account is of type 'OtherAsset', this is expected behavior, and the only way to update the balance is to manually set it or migrate the account to a 'Cash' type if you want transactions to affect the balance and graphs. More details and technical discussion are available here and here.

For 'Cash' accounts (like Depository or CreditCard), imported transactions should trigger automatic balance and graph updates. If that's not happening, it could be a bug or a misconfiguration in the import pipeline. In that case, double-check the account type and consider checking your logs for errors during the sync or balance update process. If you confirm the account is 'Cash' and still see this issue, sharing your logs and commit SHA would help narrow down the cause.

To reply, just mention @dosu.

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[k-T0]

It is already marked as a cash , checking account

[dosubot]

Thanks for confirming it's a cash/checking account. For cash accounts, imported transactions should update balances and graphs automatically. If that's not happening, it's often due to a stuck sync job, a background worker not running, or a race condition in the async pipeline.

First, try manually refreshing the account by clicking the reload/refresh button in the account UI—this often triggers a recalculation and updates the balance and graphs if the pipeline got stuck see example.

If that doesn't work, please check that your Sidekiq worker container is running (since background jobs handle balance updates), and review your logs for any errors or failed jobs related to sync or balance updates reference. If you spot any errors, sharing those logs here can help narrow down the cause.

Let me know if the manual refresh works or if you see anything unusual in the logs!

To reply, just mention @dosu.

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[jjmata]

I think your issue has nothing to do with the type of account, just the instability of the Lunch Flow integration, @k-T0! We've done a lot of work in that area ... recommend you try the latest alpha builds and help us test/stabilize it.

[jjmata]

Closing this because I am pretty sure it will work now (see #268 and #307), please reopen with some log messages if I am wrong.