v1.20.0 — No more silent failures
Three fixes for the cases that fail quietly — the only kind that costs you anything when you are not watching.
Added
A transaction the bank reported but Wealthfolio refused is now announced.
Wealthfolio rejects a create when its own date+amount check reads it as a duplicate. Usually right — and once, badly wrong: a real $1,300 withdrawal was refused as a copy of its same-amount sibling from the day before, and the account was wrong by that amount for six weeks, because the refusal was logged at debug level and surfaced nowhere.
It's a message now, worded as a question rather than an alarm, since most refusals genuinely are duplicates and only you can tell which kind it is. Nothing is auto-retried — inventing a second copy of a real transaction is the worse error.
Changed
"Mark one as a transfer" shows what the rule would catch before writing it. The rule is a text match applied to everything, so a generic descriptor like ACH WITHDRAWAL would retype every such transaction as a transfer and remove all of it from spending — silently, and retroactively. The confirm step names the pattern and counts what else it matches. It also warns when an earlier rule already shadows the new one, since the first matching rule wins.
An Amazon label no rule matched is left unfiled, rather than filed under the default. Filing on a guess buried it where nothing showed it; an unmatched label now stays in the needs-a-category list, which is what the "N need a rule" count is for. Set a category — in the card or with the Change: <label> button — and it files from then on.
Upgrading
Both halves changed:
Addon: install simplefin-sync-1.20.0.zip below via Settings → Add-ons.
Companion:
docker compose pull simplefin-sync
docker compose up -d simplefin-sync