Import Fixes & Description Normalisation

Import Fixes & Description Normalisation

Description Normalisation

Transaction descriptions are now normalised before rule matching and rule creation. This dramatically improves auto-categorisation accuracy across imports.

• Trailing branch codes stripped — “TESCO STORES 4532” is normalised to “TESCO STORES” before matching. A single rule now covers all branches.
• Common prefixes removed — “CARD PAYMENT TO”, “DIRECT DEBIT TO”, “FASTER PAYMENT TO” and similar banking prefixes are stripped before matching.
• Bidirectional normalisation — normalisation applies both when matching incoming transactions against rules AND when creating new rules from user categorisations. Rules are stored with clean keywords automatically.

Account Badges with Names

The Transactions page now shows full account names alongside codes in the Account column.

• Named badges — “7460 Subsistence” instead of just “7460”. Long names are truncated with a tooltip showing the full text on hover.
• Cleaner Suspense badge — simplified to just “Suspense” in amber.

Bug Fixes

• Zero-amount rows now skipped at upload time — rows with £0.00 amounts (e.g. LIDL GB INVERNESS) are marked as skipped during CSV parsing rather than appearing selectable in the preview and being silently rejected at confirm time.
• Account column shows names — the Transactions page Account column previously showed only numeric codes (e.g. 7460), now shows the full account name.

Known Issues

• Zero-amount rows display an “Error” badge in the import preview instead of “Skipped”. The row is correctly disabled and excluded — this is a cosmetic label issue only.