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Enable more flexible field mapping

Feature Request

Given that

  • some fields are not always returned from the bank integration on transactions (for example: debtorName and creditorName)

  • not all fields are visible in Lunch Money (this is currently only supported for Plaid)

How do we ensure that the Payee field can utilize multiple fields?

Initial thoughts:

  1. Allow the user to choose a fallback option to other fields (what happens if those are empty?)

  2. Highlight that some fields don’t exist on all transactions (there’d be an edgecase where all historic transactions at the time of import have it, but then new transactions don’t)

Posted by Etienne ·
Status: Completed1 comment

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Comments1

  • Amr from Lunch Flow

    •

    Oct 23, 2024

    I have updated the field mapping to support ‘fallback’ options so that we can utilize multiple fields, the details are in this changelog 🎉

    Thanks again for the feedback, keep it coming!