Follow new updates and improvements to Synci.
In today's update we added a "Date field" option under advanced source settings, letting you choose whether we use booking date or value date when posting to YNAB.
We have also fixed a bug which caused transactions to not be updated in YNAB when your bank reports a previously pending transaction as cleared.
Our next major release is now live. Most of these changes are based on your valuable feedback, so please keep em' coming.
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.
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.
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.
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.
If your bank sends transactions in other currencies, Synci will automatically convert the amount to your actual currency.
The file importer is now better at parsing transaction dates.
We have done a big overhaul of how we handle transactions and bank connections.
We will now attempt to sync transactions every 30 minutes. We think we can push this even lower, but to be safe we'll see how this goes first. Do note, some banks have a hard limit at maximum 4 "syncs" per day (once every 6 hours), meaning a few of you will unfortunately not notice this change.
Major improvement for pending transactions. You are now much less likely to get duplicates, even for banks that offer virtually zero usable info for pending transactions.
We have improved stability by implementing "health checks" for sources. The purpose of this is to reduce the number of calls we send to the banks for accounts that are "unhealthy" (getting lots of errors). This was necessary in order to improve sync frequency, and will also result in fewer "Account suspended, please reconnect your source" emails.
These are pretty big changes under the hood, so please do not hesitate to reach out if you run into any issues.