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[Feature] Ability to change default sync mappings #2118

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opened 2026-02-28 20:03:48 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 20:03:48 -06:00
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Originally created by @derekantrican on GitHub (May 12, 2025).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I prefer the "transactionDate" to be the default sync mapping - not "Date". I finally found that this can be changed in the account settings, but it was a pain to do it for every account and I will have to remember to do it for new accounts going forward.

Describe your ideal solution to this problem

The suggestion is to be able to manage the default bank sync mappings (like "date -> transactionDate") somewhere in the application settings.

Teaching and learning

No response

Originally created by @derekantrican on GitHub (May 12, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I prefer the "transactionDate" to be the default sync mapping - not "Date". I finally found that this can be changed in the account settings, but it was a pain to do it for every account and I will have to remember to do it for new accounts going forward. ### Describe your ideal solution to this problem The suggestion is to be able to manage the default bank sync mappings (like "date -> transactionDate") somewhere in the application settings. ### Teaching and learning _No response_
GiteaMirror commented 2026-02-28 20:03:49 -06:00
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@github-actions[bot] commented on GitHub (May 12, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (May 12, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 20:03:49 -06:00
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@youngcw commented on GitHub (May 12, 2025):

You can choose which date to use in both CSV import and the bank sync settings already.

@youngcw commented on GitHub (May 12, 2025): You can choose which date to use in both CSV import and the bank sync settings already.
GiteaMirror commented 2026-02-28 20:03:50 -06:00
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@derekantrican commented on GitHub (May 12, 2025):

Thanks! I didn't know that was where it was located.

It looks like some accounts say "No transactions found with mappable fields" and it's also annoying to change this mapping for every account individually. So perhaps I'm suggesting the mapping "date -> transactedDate" is the default via a setting

@derekantrican commented on GitHub (May 12, 2025): Thanks! I didn't know that was where it was located. It looks like some accounts say "No transactions found with mappable fields" and it's also annoying to change this mapping for every account individually. So perhaps I'm suggesting the mapping "date -> transactedDate" is the default via a setting
GiteaMirror commented 2026-02-28 20:03:50 -06:00
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@youngcw commented on GitHub (May 12, 2025):

There may already be a feature request for changing the default sync mappings, but you can make one if there isn't already.

@youngcw commented on GitHub (May 12, 2025): There may already be a feature request for changing the default sync mappings, but you can make one if there isn't already.
GiteaMirror commented 2026-02-28 20:03:50 -06:00
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@derekantrican commented on GitHub (May 12, 2025):

I don't see one, so I'll repurpose this one for that

@derekantrican commented on GitHub (May 12, 2025): I don't see one, so I'll repurpose this one for that
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