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In Progress

Conditional Payee Name Parsing Based on Transaction Fields

Thank you for providing automatic bank connections with YNAB. I have a feature request to enhance payee name parsing due to varying data structures from banks for different transaction types. Issue: Card Payments: Payee information is embedded in the remittanceInformationUnstructured field. SEPA Transfers: Payee name is provided in the debtorName or creditorName fields. Examples: Card Payment: { "bookingDate": "2024-01-01", "transactionAmount": { "amount": "-10.00", "currency": "EUR" }, "remittanceInformationUnstructured": "(..1234) 2024-01-01 12:00 Example Service ABC123\\Example Street 1\\Example City\\12345 ABCDEF", "bankTransactionCode": "PMNT-CCRD-POSD", "internalTransactionId": "0123456789abcdef0123456789abcdef" } SEPA Transfer: { "bookingDate": "2024-01-01", "transactionAmount": { "amount": "-1.00", "currency": "EUR" }, "creditorName": "John Doe", "creditorAccount": { "iban": "EE000000000000000001" }, "debtorName": "John Doe", "debtorAccount": { "iban": "EE000000000000000002" }, "remittanceInformationUnstructured": "Test Transaction", "bankTransactionCode": "PMNT-ICDT-OTHR", "internalTransactionId": "0123456789abcdef0123456789abcdef" } Feature Request: Please implement conditional parsing for the payee name: If debtorName or creditorName exists, use that as the payee name. Else, apply a custom Regex to a chosen field like remittanceInformationUnstructured. This addition would ensure accurate payee name extraction across different transaction types. Thank you for considering this request.

Priit 2 months ago

In Progress

Option to clear transactions without updating them

Hello, since transactions are being updated when cleared, it would be great to have an option NOT to update them, just mark them as Cleared. If “Sync pending transactions” option is enabled and I change the flag and memo for a transaction, as soon as bank clears it, transaction is being updated again. Flag is changed and my memo overwritten by information from bank’s statement. This is not really convenient as I would like to update these as soon as they are synced from my bank account. “Match with already existing transactions” option does not work in this case as these transactions haven’t been created manually but synced from the bank account.

Ondřej Kyzek 6 months ago

In Progress

Manual payee matching rules

I have a carefully curated list of payees. Setting the payee automatically from Synci doesn't match my rules and creates a lot of "wrong" payees which means I have to manually update them afterwards, so I have that functionality switched off. Having manual matching rules would make the functionality super useful again and save me a lot of time. I'll leave the implementation to you, but my idea would be to allow a list of mappings like so: Source regex (matches on memo field, and/or maybe sender/recipient?) → target payee (plain text, or select from YNAB payee list to be fancy) The payee rules should be the same for all source accounts since payees are shared across accounts in YNAB.

Martin 7 months ago

4

In Progress

Import Excel files

I use a credit card as my main payment card, and the Mastercard account isn't available as a payable account through PSD2 so I need to use file imports for that. My bank only provides transaction exports in Excel (.xlsx) format for the Mastercard account, so I need to go through a manual process to open the file and re-export it as a CSV before I can import it to Synci. It would save me some tedious manual work if I could import Excel files directly instead of the extra step through CSV.

Martin 7 months ago

1