Our next major release is now live. Most of these changes are based on your valuable feedback, so please keep em' coming.

Match with existing YNAB transactions

You can now enable this option to automatically match new bank transactions with any existing transactions you've already created in YNAB. This was our most requested feature on the roadmap, so hopefully this will come in handy for many of you!

When a transaction from Synci is matched with an existing YNAB transaction, a chain icon will appear in YNAB. You can click on this icon to see the information transferred from Synci. You can also approve, unmatch or reject the transaction.

Customize memo field

You can now select which bank field Synci should base the "memo" field on. For most users Auto should suffice, but it's nice to have the option if your bank is extra special. You can find the option under advanced source settings.

Number of active bank connections

With bank connections being the main price driver, it was a bit silly to not display exactly how many active bank connections you currently have. This has been rectified, and the count is shown at the top of the sources page.

Source health information

As explained in this post, we now do health checks on all active sources to ensure connections remain stable. Now you'll be able to check the health of your sources, under Source > Details.

Automatic currency conversion

If your bank sends transactions in other currencies, Synci will automatically convert the amount to your actual currency.

Improved file importer date parsing

The file importer is now better at parsing transaction dates.