Transfers detected as withdrawals and income

MattS
MattS Member
edited January 14 in Using Transfers

About 75% of the time I transfer money between accounts, which I do 1-3 times a month, Simplifi detects one or both of the transfers as a deposit and/or withdrawal. About 50% of the time that happens, it's an easy fix.

When it's easy, I can choose one of the transactions and reclassify it as a transfer and it automatically finds the other transaction and properly updates both with the hidden from spending plan and hidden from reports checkboxes.

When it's not easy, I get the error that it can't find the other transaction and then I have to spend 10 minutes doing a song and dance with each transaction, re-categorizing them and playing with the checkboxes.

It's quite annoying.

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