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🚀 v1.2.8 — Auto-Transfer Matching & Payee Import Rules

🔄 Auto-Transfer Matching

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

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

  • One-click approve — approve one side and both sides are approved together

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

    🏷️ Payee Import Rules

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

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

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

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