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v1.19.0 — Teach the sync what a transfer is

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@Bubbles840 Bubbles840 released this 22 Aug 22:16
· 10 commits to main since this release

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