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@DryHeat - Future-dating manually entered transactions does work.

However, I have found no workaround for Simplifi-initiated A2A transfers.

It's there! Posted it last week.

As I understand it, this problem occurs only in a specific set of circumstances. The following situation is an example of where I think it will come up:

• Your bank balance without counting pending transactions is $10,000.
• Your bank already takes transactions that are pending at the bank into account.
• There is a $900 transaction pending at the bank showing up in your Pending section.
• You have manually entered a $500 pending transaction that your bank does not know about.
• So your actual balance, all non-future transactions considered, is $8,600. ($10,000 - $900 -$500)

What Balance Type should you select? As I understand it (I could be wrong, of course):

If you select "Bank Balance (default)" your balance will show as $9,100 (because the bank will subtract the $900 transaction pending at the bank from the current balance of $10,000 and report $9,100 to Simplifi). Your manually entered $500 pending transaction will not be counted.

If you select "Balance with Pending" your balance will show as $7,700 (because the bank will still report $9,100, but Simplifi will subtract both the $900 transaction pending at the bank and the $500 manually entered pending transaction.) Your $900 transaction pending at the bank will be counted twice.

There doesn't seem to be any way around this, other than future-dating the manual pending transaction. But maybe one of the coaches will have an idea.

What I would do in your situation is set up a manual account called "Reimbursable Work Expenses" (or similar). When you spend the money on those expenses, categorize them as a Transfer to that manual account. The transactions will be excluded from Spending Plan since it automatically doesn't include transfer transactions. When you get your paycheck, split it into two: one line for the actual income, and another line as a Transfer to the manual account, which will apply it towards the spending. This way, the reimbursement also won't count in Spending Plan and the manual account will keep a running balance for you to keep track of what's owed to you.

I’m adding my support for this feature as well. My expense reports are paid out with my paycheck. I split my paycheck transaction to show the difference. Since I can’t exclude the payment, I have to leave all the transactions being included as well. If the transactions and payment happen in the same month, it’s not as big of a deal, although it does skew spending for a couple weeks. When the payment and transactions are spread over two months, the income and expense amounts show big peaks and valleys that cause confusion and obfuscate the real gains and losses.