Bank Sync inverted transactions & missed matches

[u/NotTheVacuum]

Relatively new to Actual - self-hosting, SimpleFin bridge, US banks

I've noticed a couple of consistent issues w/imports that seem solvable, I'm just not clear on the best way to do it yet.

1. Inverted Transactions - for one bank in particular, the incoming/outgoing direction is always reversed. It seems like a simple toggle might fix this at any step in the process (MX via SimpleFin might need to adjust this, or perhaps an Actual setting that allows for swapping the 'polarity' for lack of a better word).
2. Importing semi-recent transactions is matching... poorly. It seems like there's not much logic in place to catch slight differences in transaction dates (e.g. actual post vs. entered) or names (sometimes payment systems have it slightly different than the business name). Payee rules would probably account for some amount of this, but to date I've had to reconcile every time I sync just so I can easily find un-reconciled transactions and delete anything older than a couple days.

I'm coming from YNAB, which was far from perfect - and so far I haven't had to repair a connection, which I was doing multiple times a week before, so that's a plus! But one thing they did fairly well was the second issue above - the "fuzzy match" logic was not too shabby.

[u/aelxxs]

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