Filters: Exclude Records from Syncing

Set up a Filter enrichment that keeps matching records out of your destination entirely, like pending transactions, zero-dollar authorizations, or internal noise.

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What suppression means
Creating a Filter
Preview before you trust it
Examples worth copying
Related guides

A Filter enrichment excludes matching records from the sync entirely. Records that match your conditions are suppressed: they never land in your connected sheet, database, or table. Typical uses: hide pending transactions until they post, drop $0 card authorizations, or keep internal test noise out of an analysis destination.

You describe what to exclude with the same condition builder Rulesets and Alerts use — field, operator, value, combined with AND/OR and nestable groups.

What suppression means#

Filters run first in the enrichment pipeline, before everything else. A suppressed record is gone for that sync, fully:

Never written

The record does not reach your destination. It is not hidden or greyed out there; it simply never arrives.

Never teaches Memory

Memory only learns from records that survive filtering, so excluded noise cannot pollute what BankSync learns about your categorization.

Never fires alerts

Alerts are evaluated after filters, so a suppressed record cannot trigger a notification.

Suppressed records are not deleted from your bank data. Loosen or disable the filter and future syncs include them again.

Append feeds: history stays

A filter affects new writes only. On feeds that append rows (for example a running Google Sheets log), rows that were already synced before you created the filter stay in the destination — the filter does not go back and remove them. Feeds that rewrite a full snapshot each sync (overwrite mode) naturally shrink to the filtered view on the next sync.

Creating a Filter#

Create the enrichment
On the Enrichments tab, click "Add an enrichment" and choose Filter in the Guard data group. (You can also create one from a feed's Mapping → Enrichments subtab, which attaches it to that feed automatically.)
Pick the data type
Choose which data type the filter applies to. The data type determines which fields you can use in conditions.
Describe what to exclude
Build the condition, reading it as "records matching this are excluded". For example: Status equals pending. Or: Amount equals 0. Conditions combine with AND/OR and can nest into groups.
Attach and enable
In the Dependencies tab, tick the feeds this filter should guard, then flip the switch from Disabled to Enabled.

The Filter configuration form: a red banner reading Records matching these conditions are EXCLUDED from syncing — they never reach your destination, never teach Memory, and never fire alerts — above an Exclude when condition reading Status equals pending, and a note that the filter applies to new syncs only. — A pending-status filter: the exclusion banner, the condition, and the new-syncs-only note.

Preview before you trust it#

The Filter form has an Impact line: click "Estimate what this excludes" and BankSync samples recent records from the feed this filter is attached to, then shows how many of them the condition would exclude. The number updates as you edit the condition — the sample is taken once and re-checked locally, so you can tune the condition and watch the count move.

The feed's Live Preview shows the same thing on real rows: excluded rows appear struck through rather than silently dropping, and the Enrichments tab shows a per-filter count of how many records each filter excluded. Check both before enabling — a condition that is too loose looks exactly like a working filter until you notice the count.

Excluding most of a batch asks for confirmation

If the estimate shows the filter matching more than 80% of the sample, enabling it opens a confirmation that states the fraction. That is almost always a condition that is too broad: excluding pending transactions should catch a handful of recent rows, not half the table. You can still confirm and enable — but not by accident.