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Override importing currency and account type

Feature Request

Hello!

I was linking some of my accounts and I ran into some issues regarding currency and account type (cash, loan, credit, etc). Some of my accounts would default to cash, and USD. Would it be possible to manually change the currency type and account type in lunchflow before connecting to lunch money? So that when it sends the transactions to Lunch money, it would show the correct currency in the imported transactions and lunchflow wouldn’t change the account type to cash.

Thank you in advance!

Posted by Anderson, Dane ·
Status: Completed4 comments

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Comments4

  • Amr from Lunch Flow changed status to Completed
    •

    May 30, 2025

    Pinned

    This is now available under ‘advanced configuration’ when connecting an account to Lunch Money. Thanks again for the feedback, Dane 😀

    Also, as discussed, seems this is mainly an issue due to SimpleFin not sharing the correct currency or an accurate account type, feel free to give the direct MX integration a try!

  • Amr from Lunch Flow

    •

    May 26, 2025

    Hey @Dane ,

    Thank you very much for flagging this :)

    1. I’ll have a look at the account type mapping, and report back.

    2. As for the currency, we don’t update it after the initial import, and the currency for the transactions is independent of the account currency. if you’re seeing incorrect currencies on some transactions, you can check the data available from the bank under accounts > configure > transactions. If the currency synced into LM doesn't match what you see in Lunch Flow, feel free to share some transaction IDs and I can dig further.

    Regards.