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Transaction amounts are reversed

Updated over 2 weeks ago

Some banks report inflows as outflows, and outflows as inflows. Luckily, this can easily be mitigated by creating a rule that automatically swaps positive and negative transaction amounts.

With a transfer link rule

Using a transfer link rule will apply the amount swap to transactions as they are transferred. It will not apply the changes to the transactions stored in Synci.

  1. Create a Transfer Link rule.

  2. Don't add any conditions.

  3. Add an action where:

    1. Action Type = Set YNAB Transaction Field

    2. Field = Amount

    3. Value = {amount*-1}

  4. Save the rule, and then attach it to the appropriate transfer link(s).

With a bank account rule

Using a bank account rule will apply the amount swap to transactions as they are fetched from the bank. It will apply the changes to the transactions stored in Synci, and will also be applied to any future transfers.

  1. Create a Bank Account rule.

  2. Don't add any conditions.

  3. Add an action where:

    1. Action Type = Set Bank Transaction Field

    2. Field = Amount

    3. Value = {amount*-1}

  4. Save the rule, and then attach it to the appropriate bank account(s).

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