finance-dl icon indicating copy to clipboard operation
finance-dl copied to clipboard

healthequity: ignore balance-after when merging

Open jktomer opened this issue 3 years ago • 0 comments

The healthequity source merges newly-downloaded transaction data into the previously-saved file. This failed when there were multiple transactions of the same type in a single day, because the order in which HealthEquity reports transactions is not stable and so the running balances were not either. The result was that past transactions would sometimes be spontaneously duplicated in the list upon a new finance-dl run.

This change causes the merge process to ignore the "Balance After" column. This also means that the running balance within a day may end up incorrect, if newly-available transactions happen to be listed before previously-available ones in the new download. There's no really good way to prevent this except either recalculating the balance-after column ourselves after the merge or throwing it out entirely, neither of which is proposed in this change.

jktomer avatar Jan 16 '22 06:01 jktomer