Extracting from metadata
V
Vadim R
Point me pls if I am missing this, but I could not find a way to extract data from metadata, to make rules etc.
Any way to customize Plaid parsed data? similar to "LunarFlow" eta parsers.
Here is an amazing use case example:
BOLT - is European "UBER" alternative.
They provide both Taxi, Car Sharing and Food delivery services.
On bank statement, there is a small differentiator on what was the server
D - food delivery
O - car sharing
R - taxi ride
In Plaid, for revolut account - it just pulls "BOLT", but in metadata I can see "bolt.eu/o/2311030807"
with letter "o" being differenttor.
With LunchFlow I can parse and pass it nicely.
However I cannot do that from plaid.
Using different Bolt "services" - sometimes multiple times per day, and manually trying to match them to a different category - is a bummer.
Atleast if this "original name" or somehow any other "metadata" field could be written in to notes - that be already helpful.
See screenshots attached
thanks
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V
Vadim R
thanks for your reply!
I cannot do that, because:
bolt.eu/o/ - is fetched from lunchflow, where I have custom eta template to parse and extract PAYEE and NOTES separately, as they all are "dumped" into PAYEE Field.
However PLAID integration, returns only BOLT - so I cannot make any ryles on that.
Din from Lunch Money
Hi Vadim R! It's not currently possible to create Rules based on Plaid metadata, yet there's an existing feature request that you can upvote here: https://feedback.lunchmoney.app/rules/p/create-rule-based-on-plaid-metadata
That said, the Payee condition in rules is triggered both by the displayed payee name AND the original name, so you should be able to set up a rule specifically for "If... payee contains "bolt.eu/o/"...." (considering that's the original name). Have you given it a try?
If you still have trouble, please open an in-app support ticket and I'll be happy to take a closer look. :)