Zerosum
Zerosum

πŸš€ Zerosum v1.2.8 β€” Auto-Transfer Matching & Payee Import Rules

πŸ”„ Auto-Transfer Matching

  • Automatic transfer detection β€” when both sides of a bank transfer are synced, Zerosum automatically detects and links them as a transfer pair

  • Pre-filled pending review β€” matched transfers show up as "Transfer to/from Account X" in your pending transactions, ready to approve

  • One-click approve β€” approve one side and both sides are approved together

  • Easy to override β€” if the match is wrong, just change the payee and the link is removed

🏷️ Payee Import Rules

  • Teach Zerosum your bank's naming β€” add "contains" patterns to any payee so imported transactions match automatically

  • Example β€” add rule "amzk" to your "Amazon" payee, and bank transactions like "AMZKUK234" will map to Amazon with the right category

  • Works everywhere β€” rules apply to bank sync (SimpleFin & Pluggy) and file imports

  • Manage from the payee editor β€” add, remove, and view rules directly when editing a payee

new feature

Pedro Fidalgo
Published by Pedro Fidalgo