{% extends "base.html" %} {% block title %}Schwab Sync Preview{% endblock %} {% block page_title %}Sync Preview — {{ sa.account_name }}{% endblock %} {% block content %} {% if preview %}
{{ sa.account_name }} ({{ sa.account_number_display }})
Mapped to: {{ sa.pfm_account.name }} · {{ count }} of {{ count }} selected {% if sa.last_sync_date %}· Last sync: {{ sa.last_sync_date.strftime('%b %d, %Y') }}{% endif %}
Cancel
Bulk set selected:
{% for txn in preview %} {% endfor %}
Date Description Schwab Type PFM Type Category Amount
{{ txn.date.strftime('%b %d, %Y') }} {{ txn.description }} {{ txn.schwab_type | replace('_',' ') | title }} {% if txn.transaction_type == 'income' %}+{% else %}-{% endif %}{{ txn.amount | currency }}
{% else %}
All up to date

No new transactions found since last sync.

Back
{% endif %} {% endblock %}