v1.19.0 — Teach the sync what a transfer is
Added
Teach the sync what a transfer is, from Telegram.
The import notice now carries ↔ Mark one as a transfer. Tap it, pick the transaction, and a matching rule is written — the next sync retypes that transaction and every future one like it, so it stops counting as spending.
This exists because a keyword list can never be complete. v1.18.1 widened the built-in patterns for card payments, but the case that prompted it was Payment to Ccb Credit Card Payments — where "Ccb" is Coastal Community Bank, a string no list would ever have contained. One tap handles whatever the patterns miss, permanently, for any wording your bank happens to use.
- The rule is the payee wording with trailing reference numbers dropped, so it matches the next payment rather than one day's reference.
- Direction comes from how the transaction imported — never guessed.
- Rules are appended, so anything you wrote by hand keeps its precedence.
- Everything stays editable under Advanced → Transaction Rules.
Upgrading
Companion-side only:
docker compose pull simplefin-sync
docker compose up -d simplefin-sync