diff --git a/guides/knowledge-base/troubleshooting.mdx b/guides/knowledge-base/troubleshooting.mdx index 926a5e4..d40234c 100644 --- a/guides/knowledge-base/troubleshooting.mdx +++ b/guides/knowledge-base/troubleshooting.mdx @@ -351,6 +351,23 @@ Self-hosted users running a local model (Ollama, LM Studio, etc.) may see the ch +## "Add transaction" button does nothing when no account is selected + +If you click **Add transaction** on the new transaction form without selecting an account, the button previously appeared to do nothing (the request returned a 404 error). The form now re-renders with a validation error so you can see what is missing and correct it. + +## Excluded transactions disappear from account activity + +Transactions marked as excluded were previously hidden from the account activity feed entirely. This made it impossible to re-include them because there was no row to click. Excluded transactions now appear greyed-out in the account activity list so you can still open them and toggle exclusion off if needed. + +## Import fails on rules with no name or deleted rejected transfers + +Importing an `all.ndjson` export could fail with two unrelated errors: + +- **Rule with `"name": null`** — The import preflight incorrectly required a name for every rule, but the rule model allows a null name. The preflight now requires the rule's `id` instead, matching what the importer actually uses. +- **RejectedTransfer referencing a deleted transaction** — A rejected transfer whose original transaction was later deleted caused the import to abort with a hard error. These orphaned rows are now skipped with a warning instead of blocking the entire import. + +If a previous import attempt failed for either of these reasons, retry the import after upgrading. + ## Why is Sure not running auto-categorization and merchant detection on the same transactions again? Sure caches AI-generated results to avoid redundant API calls and costs. Once a transaction has been processed by AI rules, it won't be re-processed unless you explicitly reset the AI cache. diff --git a/providers/simplefin.mdx b/providers/simplefin.mdx index 376595a..7d2e540 100644 --- a/providers/simplefin.mdx +++ b/providers/simplefin.mdx @@ -88,6 +88,12 @@ SimpleFIN is a paid service, but typically more affordable than alternatives lik ## Troubleshooting +### Duplicate accounts with the same name + +If you have two accounts at the same institution with identical display names (for example, two accounts both named "CHECKING (0001)"), Sure's sync logic previously could confuse them — the unlinked account would silently steal the linked account's connection, merge in its transactions, and overwrite its balance on every sync. + +This has been fixed. Sure now tracks each account by its upstream account ID rather than by display name alone. Ambiguous same-name matches are skipped rather than resolved incorrectly. If you were affected, re-syncing after upgrading to the fixed version will restore the correct linkage. + ### Setup token issues If you receive a 403 error when claiming a setup token: