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[Feature] Bank sync allow mapping notes to payee #2207

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opened 2026-02-28 20:06:33 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:06:33 -06:00
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Originally created by @rodrigost23 on GitHub (Jun 15, 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?

When syncing credit card transactions from Pluggy.ai (e.g. with a Nubank card), the payee information sometimes appears in the notes field instead of the payee field. Currently, there's no way to map the notes field from the source to the payee field in Actual.

Describe your ideal solution to this problem

Allow users to specifically configure the notes field mapping to payee, in addition to the already supported fields.

Originally created by @rodrigost23 on GitHub (Jun 15, 2025). ### Verified feature request does not already exist? * [x] I have searched and found no existing issue ### 💻 * [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? When syncing credit card transactions from Pluggy.ai (e.g. with a Nubank card), the payee information sometimes appears in the `notes` field instead of the `payee` field. Currently, there's no way to map the `notes` field from the source to the `payee` field in Actual. ### Describe your ideal solution to this problem Allow users to specifically configure the `notes` field mapping to `payee`, in addition to the already supported fields.
GiteaMirror added the needs votesfeature labels 2026-02-28 20:06:33 -06:00
GiteaMirror commented 2026-02-28 20:06:34 -06:00
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@youngcw commented on GitHub (Jun 15, 2025):

I don't think any of the bank sync providers are setup to map notes to payee. Ill move this to a feature request.

@youngcw commented on GitHub (Jun 15, 2025): I don't think any of the bank sync providers are setup to map notes to payee. Ill move this to a feature request.
GiteaMirror commented 2026-02-28 20:06:34 -06:00
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@github-actions[bot] commented on GitHub (Jun 15, 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 (Jun 15, 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 -->
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