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Leverage `*DateTime` fields when they're available

FWIW, just looking at the JSON, it seems that valueDateTime or bookingDateTime provides time data. If they could be used instead, that would certainly be more useful.

Status: Completed2 comments

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  • Amr from Lunch Flow changed status to Completed
    •

    Aug 16, 2025

    Pinned

    Thank you very much for the detailed feedback, @Maxim .

    To summarise our Discord discussion, I have now updated the date field logic to be:

    transaction.valueDateTime || transaction.valueDate || transaction.bookingDateTime || transaction.bookingDate

    So we:

    1. Prioritize DateTime objects

    2. Prioritize valueDate over bookingDate

    In the specific example you shared, there is the issue of valueDate having a different date from valueDateTime, I flagged to the open banking team and will follow up with you separately on this.

    Thanks again for taking the time to share the feedback, and keep it coming :D

  • Maxim

    •

    Aug 16, 2025

    More importantly, I would argue, is the fact that we as private individuals mostly care about when the transaction actually occured. Not when it got booked in the bank’s systems.

    Based on transaction data, at least here for DNB in Norway, it seems that the Value Date Time field, is the only one that actually contains the date (and time, but that’s less relevant I feel) of when the transaction actually happened.

    This is especially noticeable when the transaction happens during the weekend, when the banks are “closed”.

    Here is a perfect example of that from one of my actual transactions:

    • Actual transaction date: 26.07.2025 (Saturday)

    • valueDateTime: 26/07/25, 04:53 pm (Saturday) ✅

    • valueDate: 28/07/25 (Monday) ❌

    • bookingDate: 28/07/25 (Monday) ❌


    So in the above case, valueDateTime, at least the date part of it, is what I would have wanted to be synced to Lunch Money. Because Lunch Money only has a concept of “Date” in all of its tables and views. And that would lead most, I think, to believe that’s the date of the transaction. Especially when you’re in the Transactions view.

    Feature Request

    Same way as we have Payee and Notes tabs, that allow us great control over what gets sent over to the destination(s), it would be great to have a Date tab that leverages the exact same mechanism that Payee and Notes do, just for a “Date” field.

    Where you can either use a drop-down style selection, with the fallbacks to either bookingDate, valueDate, or valueDateTime, in whatever order one pleases.

    Or one could then leverage the “Advanced Mode", with Eta templates, to craft custom logic and formatting.

    And then, as with any advanced feature, it’s up to the user to ensure that the date(time) format they output, is compatible with their destination.

    So, literally, just copy-paste the code for Payee/ Notes tabs in the account configuration, rename it to “Date”, and then just map to the fields that are used for transaction date information in the destination syncs. 😊

    Something like this: