Paperless Sync v2.0.0
What's new in this release
Bank import (Enable Banking):
- Optional, fully generic bank-account import via Enable Banking - connect your own bank account and pull transactions directly, no manual CSV export needed. Nothing is hardcoded: every user brings their own registration (Application ID + private key), configured through a step-by-step setup wizard in Settings.
- OAuth-style authorization runs through a local, temporary HTTP listener plus an HTTPS-forwarding proxy (required by Enable Banking even for localhost redirects) - no data is cached between sessions.
- Date-range picker for the import, including a one-click "all available bookings" option.
- Imported transactions merge into your existing data instead of replacing it, with duplicate protection across CSV and bank-API imports.
Smarter matching:
- Duplicate-booking detection: two bookings with the same date, amount, and (normalized) purpose are flagged for review instead of silently matching the same receipt to both.
- Tolerant amount matching and split-payment detection (one receipt covering two bookings, or one booking covered by several receipts) - both configurable, shipped disabled by default until their candidate-quality/selection UI is further refined.
- More robust CSV parsing: encoding, delimiter, decimal separator, and date order are now detected per column from the whole file rather than guessed per cell, fixing an edge case where certain ISO-formatted dates (
YYYY-MM-DD) could be misread. - Every imported CSV (manual upload or bank import) is now archived with a timestamp into the
input/folder for a full audit trail.
Interface:
- Every booking status (including multi-match, duplicate-suspect, and split-payment) now has its own visible badge.
- Match candidates are shown as a clickable, expandable list - one click links the receipt, no separate confirm step.
- Live search/filter bar (text, amount, amount range, date range) that combines with the existing tabs, plus a "X of Y visible" hint whenever a filter is active.
- Keyboard navigation: arrow keys move the selection, Ctrl+Down jumps to the next open item.
- Remaining non-native umlaut characters in the UI cleaned up.
Quality:
- Added an automated pytest test suite (117 tests) covering CSV parsing, matching, export, and backup/restore - the most requested item for a tool that handles accounting data.
Installation
- Most users: download
PaperlessSync-Setup-2.0.0.exeand run it. - No-install option: download and unzip
PaperlessSyncQt-2.0.0-portable.zip, then runPaperlessSyncQt.exeinside.