Joel Jeremy Marquez

Results 141 comments of Joel Jeremy Marquez

Some reports on the experimental OFX parser: https://github.com/actualbudget/actual/issues/1872 https://github.com/actualbudget/actual/issues/1863

I have made a change to make the link schedule rule to wrap the schedule data on smaller screens

Oh I see. I think that is for displaying the `pre` or `post` stages. But yeah, a rules page specifically catered for mobile devices would be great but that should...

We should add a new feature to "force match" an existing transaction to a newly imported one. This should basically just assign the `imported_id` of the new imported transaction to...

I'm aware of that, and what I meant is for users to be able to do what the fuzzy matching is doing by manually selecting which transactions to "match". Because...

Another observation: This is not SimpleFIN specific but when you modify an imported transaction, it will still match the next time you sync even though the fields are no longer...

> It may be good to have a marker to designate transactions that were imported through syncing with simplefin This is a good idea. We mark linked/imported accounts in the...

> This is how I'd expect it to work though. It matches the imported id and since it recognizes that you've already imported that transaction and edited it, it shouldn't...

> I am checking actual from mobile now and there is no sync button. I understand that the mobile version is not as fully featured as desktop, but a sync...

> I make user edits all the time. Quite often, I'm changing the notes. At times, I'm creating split transactions. Or manually editing the payee. Notes and payees are fine....