[Lunch Flow] How to get the "Remittance Information Structured" aka "purpose"

[borishinzer]

Not sure if this is a bug or just a knowledge or configurational issue.
All of our transactions are not containing the purpose (eg. invoice number of a merchant) or the "Remittance Information Structured" (from lunchflow).

Is there a way to include those and use them for category rules?

Best regards,

Boris

[dosubot[bot]]

The Sure app currently does not import or expose the "Remittance Information Structured" (purpose) field from Lunchflow transactions. Only fields like id, accountId, amount, currency, date, merchant, and description are processed and stored, so any remittance or purpose data present in the original Lunchflow payload is ignored by the import logic and not available for category rules or display. This is not a bug or configuration issue, but a limitation of the current implementation. Supporting these fields would require code changes to extend the import pipeline and transaction models to capture and use them for categorization or rules. Details in code

To reply, just mention @dosu.

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[jjmata]

Definitely more of a question than an issue, specially since this is governed by the aggregator (Lunch Flow) and not Sure. I will let @amrawadk answer in detail ... but he has a very cool templating system to extract everything that comes to him, and eventually makes it to us.

[amrawadk]

Thanks for the mention, answered below 👇

[amrawadk]

Hey @borishinzer 👋

Thanks for checking out Lunch Flow!

Since every bank returns data in a slightly different way, and your use may vary, we allow you to configure what you want to include in the 'Merchant' and 'Description' fields of the transaction. If you go to the connections page on Lunch Flow, and click into any of your accounts, you'll see a way to configure those, can you give that a try and let me know if that works for you? 😄

[borishinzer]

@amrawadk Thanks for your answer. I already saw the noticed link and also saw that the data I want are stored inside remittanceInformationStructured. Unfortunately I am lacking the knowledge a) how to map those data to another field and b) which field to use, so I can make it accessible for category rules in sure. IMHO sure is either missing also a function to assign categories by let say "description" - or I need to map it to the transaction name?

[amrawadk]

a) how to map those data to another field

if you switch on the 'advanced' mode, you'll see a couple of examples, one of them uses the remittanceInformationStructured, does that help?

b) which field to use, so I can make it accessible for category rules in sure.

A transaction in Sure has a merchant, and a name, both are acceessible to category rules. I can see that the 'Description' from Lunch Flow would map to Sure's transaction name, and the 'Merchant' in Lunch Flow would map to Sure's transaction merchant.