Clear and update transactions
When "Sync pending transactions" is selected the user must clear the transactions by hand. This should be done automatically when the bank clears the transaction.
Furthermore it would be nice to update the transaction with the fields (i.e. remittanceInformationUnstructured) that are unavailable until the transaction clears.
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Comments5
Ondřej Kyzek
Jul 30, 2024
Hello, I have a problem with this feature as with “Sync pending transactions” I usually update such payments as soon as these are synced (flag, category, memo). Now, when such payment is being cleared, it creates it in YNAB as if it’s a new payment and removes all my previous changes. It would be great if there was an option to set the payment as cleared, but not to change already maintained information.
Jeremy
Oct 8, 2024
This happens to me too!
Matias
Jun 13, 2024
Hi, noticed a bug in our update routine that might've caused transactions to not be updated. Should be fixed now, let me know if it doesn't work for you.
Jeremy
Jun 13, 2024
I'm pretty sure this wasn't happening a while ago, so I disabled importing pending transactions. I will re-enable it and check to see if this is still an issue.
Thanks for the clarification.
Matias
Jun 13, 2024
Hi Jeremy, thanks for the suggestion! This is supposed to happen automatically already, so I'll look into this as a potential bug. Could you send us an email at support@synci.io with a couple examples of transactions that were pending, then cleared, and weren't updated in YNAB?