The Money In/Out exclusions in Recurring Transfer Series apply backwards half the time

DryHeat

That title is pretty awkward, so here is a more complete explanation of the issue:

• The effect of the Money In / Money Out Exclusions is not actually controlled by whether an account is getting Money In or sending Money Out.

• Instead, the Money Out exclusions always apply to the account in the Select Account field, and the Money In exclusions always apply to the account in the Category field.

This means that:

• when money is transfered from the Select Account field account to the Category field account it works as expected … an exclusion in a Money Out checkbox will apply to the account that is sending money out

• but when money is transfered from the Category field account to the Select Account field account it works backwards … an exclusion in a Money Out checkbox will apply to the account that is getting money in.

I know this is all a bit confusing, but there is a fuller discussion here (with pictures!!!):

https://community.simplifimoney.com/discussion/15139/for-exclusions-in-recurring-transfer-series-which-is-money-in-and-which-is-money-out