QBP: Zelle payments should not automatically be transfers (edited)

Eric D

I saw that this topic has been discussed for years in the forum section, but I was not able to find this as a suggested idea in the feedback section, so I add it now. This situation prevents us from writing rules for Zelle transactions.

Thanks for listening.

SRC54

I do 4-5 Zelle payments a year and after I fixed them the first times and since they were recurring, I haven't had any problem.

But if one is using a lot of these especially in QBP, it could be irritating. I would say that when Simplifi doesn't know, a negative transaction should default to an expense.

EL1234

But which expense category should it use?

I guess the argument would be that "Uncategorized" is better than "Transfer".

It doesn't bother me so much since I mark transactions as Reviewed once I review them and I regularly look at the unreviewed ones. So I'll just fix the category when it comes in.