π Zerosum v1.2.8 β Auto-Transfer Matching & Payee Import Rules
π Auto-Transfer Matching
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Automatic transfer detection β when both sides of a bank transfer are synced, Zerosum automatically detects and links them as a transfer pair
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Pre-filled pending review β matched transfers show up as "Transfer to/from Account X" in your pending transactions, ready to approve
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One-click approve β approve one side and both sides are approved together
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Easy to override β if the match is wrong, just change the payee and the link is removed
π·οΈ Payee Import Rules
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Teach Zerosum your bank's naming β add "contains" patterns to any payee so imported transactions match automatically
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Example β add rule "amzk" to your "Amazon" payee, and bank transactions like "AMZKUK234" will map to Amazon with the right category
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Works everywhere β rules apply to bank sync (SimpleFin & Pluggy) and file imports
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Manage from the payee editor β add, remove, and view rules directly when editing a payee