
How does the API decide what a Transfer is?
Sometimes when you upload transactions, they are marked as a Transfer payment. Other times they are not. For example, the bottom payment here is marked as a Transfer:
If the API does not recognize a transaction, a user has to change it manually. That's a lot of work because the website doesn't have a button to do that in batches. You have to edit each transaction individually.
How does the API decide what to mark as a Transfer payment?
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Hey Wessel ! The first time a transfer transaction imports, it will need to be updated—to show YNAB how that money is moving between accounts. If you see it import as a transfer, it's likely been done in the past. The change will be remembered for future imports.
Another possibility is a generic payee. To double check, when you hover over the Payee field of the affected transaction(s) in the web app, what do you see (if anything) following “Imported As…”?"