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Din from Lunch Money
When creating connection and merging the new synced account with a manually-managed account that contains previously synced transactions (with Plaid metadata), the metadata is lost. The transaction source for the transactions change from "Imported from Plaid (view metadata)" to "Created manually by user".
This is only happening when merging a new synced account to a manually-managed account, as opposed to the two scenarios below:
  • If you merge a new synced account to an existing synced account, the transaction source remains "Imported from Plaid (view metadata)".
  • If you use the "stop syncing and keep data in a new manually-managed account", the transaction source remains "Imported from Plaid (view metadata)".
The transaction's change history logs show a different process taking place (in red is the one causing the metadata loss).