Bank transactions

Useful information regarding the transactions we fetch from your bank accounts.

Written By Matias

Last updated About 4 hours ago

Bank transactions are automatically synced every 30 - 1440 minutes depending on your sync settings and subscription plan, if the following conditions are met:

  • Automatic sync is enabled for the bank account

  • Bank account is healthy (otherwise sync is limited to once every 24 hours until it becomes healthy).

Bank transactions are stored in Synci for as long as your bank Data retention settings allow.


Available data

We fetch and store every available bank transaction field. For a full list of available transaction fields, we recommend reading our API documentation for bank transactions.

In the Synci dashboard, you can click on the three dots on a transaction line to view all non-empty fields, as well as transfer logs, rule logs, and bank account details.

Generated Fields

Generated fields are user-friendly fields generated by Synci based on the bank account “Fields” setting. They are designed to make it easier to retrieve the most commonly used transaction fields, without having to build your own logic around which raw transaction fields to use. They are also the fields Synci use when transferring transactions to destinations like YNAB and Lunch Money.

For instance, many banks provide the transaction description in the “Remittance Information Unstructured” field, but there are also banks putting this information in other fields. Generated fields aim to solve this headache for you.

Currently, Synci provides the following generated fields:

  • Date

  • Payee

  • Description


Logs

Transfer Logs

Every time a transaction is transferred to a destination, a transfer log is created.

Transfer logs

Rule Logs

Every time a rule is triggered for a transaction, rule logs are created detailing the exact action that was performed.

Rule logs