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Import transactions

Feature RequestHigh Priority

I am noticing that when importing it’s pulling in pending maybe and when it notifies of new transactions. I go in and categorize or split the ones needed; but then when it pull I guess posted version it resets all the categorizations. I assume that’s what’s happening as I get notified both time for new transactions, and both times they are listed as new. Is there way to solidify the changes made first time.

Posted by Notorious926 ·
Status: Completed2 comments

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Comments2

  • team@waypointbudget

    Team•

    May 10

    This was flagged and was fixed. Thank you for flagging this! Moving forward I will keep an eye to make sure pending → posted doesn't cause loss of changes.

  • team@waypointbudget

    Team•

    May 9

    Hi @Notorious926 I remember we fixed a similar issue for Flinks users. I wasn’t aware that Plaid had a similar issue. Do you mind sending me an email so I can confirm if you are connected via Flinks or Plaid. This would also help me confirm my hunch about the pending transactions being overwritten by posted ones. Please let me know and I will look into it.

    Sorry for the trouble!