⚙️ Fine-Tuning Your Data

Open banking data varies by bank. Use these settings to ensure accuracy:

Account Names

Lunch Flow automatically infers names from bank details, but you can manually edit these at any time.

Transaction Descriptions & Merchant Names

The next thing you’ll want to check is the transaction descriptions and merchant names. GoCardless returns lot of optional data for each transaction, and each bank can return the data in a slightly different format.

Lunch Flow will attempt to infer the transaction description and merchant name from the data returned by the bank (This is theAutosetting) but you can always configure which fields you’d like to use.

We also offer anAdvancedmode that allows you to write a custom template to parse the transaction data usingEta templates. You’ll find plenty of examples in the template editor, along with a live preview of the template in action.

Balances

Finally, you’ll want to check the balances. GoCardless potentially returns multiple balances for each account, so you can configure which balance you’d like to use for syncing with your destinations.