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Full description from bank

Feature RequestHigh Priority

E-transfers in particular have partial name of who I sent/received from in bank transactions. Software only shows “e-transfer…” in app so hard to categorize if I don’t know purpose.

Have another hard field that shows full description from bank or something to show full transaction name from bank data

Posted by chewbr0ca ·
Status: Completed7 comments

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Comments7

  • chewbr0ca

    •

    Apr 26

    To tack on to this.

    Sometimes when navigating through budgets and you click transaction, you’re not sure where this transaction came from.

    Would be nice to see credit card or bank account it’s referencing from transaction window.

    • team@waypointbudget

      Team•

      Apr 26

      Hi just wanted to confirm, we do tag transactions in the Transactions list like this which shows which accounts it came from:


      But did you mean in the modal itself when you click on a transaction:

      • chewbr0ca

        •

        Apr 26

        Correct.

        Would be nice in there too

        • team@waypointbudget

          Team•

          Apr 26

          Hmmm I see, thank you for confirming. I’ll chat with our designer to see where would be the right spot for it. For the raw description under the field it was an easy add but I’ll need to chat about this one more :)

  • team@waypointbudget

    Team•

    Apr 26

    Hi @chewbr0ca,

    Thanks for flagging this :) Some banks do indeed only send us e-transfer with the from and to information missing but maybe in your case maybe the original description had more information. All of the raw description is already preserved so I’ve now provided that under the cleaned up description. Hope this helps!


    Please let me know if you’re still having issues.

    • chewbr0ca

      •

      Apr 26

      Awesome.

      Though do see it on some transactions but not on others. Just delay?

      • team@waypointbudget

        Team•

        Apr 26

        Hi, there shouldn’t be any lag, it could be because the cleaned up name and raw descriptions/names are probably the same then it only shows the one :)

        Taking an example, our fav dog store we shop from, the bank name(coming from Flinks) and what got cleaned up by our code was exactly the same so it only shows one: