Transactions have incorrect payees, descriptions or dates

Choose which bank fields Synci uses for each transaction's payee, description and date, and see the raw fields your bank sends.

Written By Matias

Last updated About 1 hour ago

You can select which transaction fields Synci should base description/payee information on. Most banks include this information in the "Remittance Information Unstructured" and "Creditor Name"/"Debtor Name" fields. We recommend leaving Automatic mapping on for most people, as Synci will attempt to use multiple fields to appropriately populate the field. This setting is available under Banks > your account > Settings > Map fields, and in the Transaction preview step when you set up a new connection. Field mapping is only available for bank accounts.

To choose the fields yourself, turn off Automatic mapping for the payee or description. You then build an ordered list of fields: Synci tries them from top to bottom and uses the first one that has a value. If none of them has a value, the payee or description is left empty. Besides the fields your bank sends, the list can include:

Creditor when negative, debtor when positive (or the reverse, Debtor when negative, creditor when positive), which picks the other party based on whether money went out or came in.
AI-enriched counterparty name, the clean payee name from transaction enrichment, when enrichment is turned on for the account.

You can check out the values of the available transaction fields by going to Transactions and clicking a transaction. Its Fields tab shows the Mapped Fields (the payee, description and date Synci uses) and All fields, every field we have received from the bank. Empty fields are not shown.

If a rule sets the payee, description or date of a transaction, the rule's value is used instead of the mapping.

Wrong dates

With Automatic mapping on, Synci uses the booking date for outgoing transactions and the value date for incoming ones. If that date is missing, it uses the other one. If your bank's dates don't look right, turn off Automatic mapping for Date and choose Booking date or Value date. If neither date in your list has a value, Synci falls back to the automatic rule.