I am happy to announce we have added some powerful customization options!

Whether your bank is syncing weirdly formatted transactions, or if you're just a power user looking to automate your bank import even more, I recommend trying out some of these options. To find them, click on a source, and go to the "Advanced" and/or "Settings" tabs.

Reverse amounts

For some reason, some banks report inflows as outflows, and outflows as inflows. This has been extremely annoying not only for some of our users, but us as well. Having to customize our integration for specific banks is a non-starter. Luckily, this can now be easily fixed by enabling Source > Advanced > Reverse amounts. Enabling this setting will simply swap positive and negative transaction amounts before they're transferred to YNAB.

Customize payee field

You can now select which field Synci should base payee information on. Most banks include this in the sender/recipient fields. And some banks might hide it in the remittance information. Either way, this will no longer be an issue. This setting is available under Source > Advanced > Payee field.

Apply regex to payees and memos

So, now you're able to map payee to the correct bank fields. But what if your bank formats that field in a weird way? Luckily, you can now apply custom regex to both the payee and memo field before transactions are transferred to YNAB.

For my bank, I've set the payee regex to ,\s*([^,]*). This way, payees that look like "UselessInfo, Payee name, More useless info" will now just look like "Payee name". You can easily see how your regex settings affect transactions under Transaction > Details > Advanced. If your regex finds a match, "Regex applied" will be displayed under the payee or memo, along with the regex-cleaned text.

Disable memo

If your transaction descriptions are unusable, and cannot be salvaged by regex, it might just be easier to disable memos altogether. You can do this by disabling Source > Settings > Set memo.