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kevinschaich / mintable

🍃 Automate your personal finances – for free, with no ads, and no data collection.
https://kevinschaich.io/mintable/
MIT License
1.52k stars 200 forks source link

Allow renaming of synced accounts #124

Closed DouglasRose closed 1 year ago

DouglasRose commented 3 years ago

It'd be great to be able to rename account

For example, I have two Metro Bank accounts. Both are called 'Current Account' in the Account field in the Google Sheet and it's impossible to differentiate between them when I'm reviewing transactions

mazzarin commented 3 years ago

I ended up using the "accountId" field as a workaround for this ... not ideal but you can use that to drive your labeling.

kevinschaich commented 1 year ago

Hey @DouglasRose @mazzarin – I'd encourage you to explore all the available properties in the Plaid Transactions API:

https://plaid.com/docs/api/products/transactions/

If it's not there, it's not being returned by either Plaid or by your bank. You can experiment with adding non-default ones to this block in your mintable.json

    "transactions": {
        "integration": "google",
        "properties": ["date", "amount", "name", "account", "category", "pending"],
   }

If you're still not getting the data you need, you could use a Transaction Override Rule to import the account ID/number (unique according to Plaid), and then translate it to a friendly account nickname.