Is there a report for transfers?

Lee Springer

I have set up a Mortgage Escrow Account (type is prepaid expense). Every month when the mortgage payment is made, part of the payment is entered as a transfer to the Mortgage Escrow account. This is where I record the monthly escrow for property taxes and insurance (with a separate tag for each type). When the bill is paid by the mortgage company, I record the transfer from the Mortgage Escrow Account to the correct expense account/category. But I can't run a report on the transactions that are going INTO the Mortgage Escrow Account. I can see them under the individual monthly transactions, but can't run any kind of report. I want to be able to run this report because I recently had a keying error that took me an hour to run down. If I could have run a report, it would have been easy to spot.

Coach Jon

Hello @Lee Springer,

Thanks for reaching out! We do not have a report for transfers at this time, and transfers cannot currently be included in other reports either.

However, we do have an idea post that you may be interested in voting for that aligns with this topic:

https://community.simplifimoney.com/discussion/7438/add-a-report-for-transfers-edited

Additionally, we are also going to be implementing transfers into the current reports soon, as stated in this idea post:

https://community.simplifimoney.com/discussion/comment/24855#Comment_24855

I hope this information helps!

SRC54

I just upvoted this feature idea (that Jon mentions) to give it a lift. QC allows for inclusion of transfers in reports as an option. Most of the time you don't want them included, but there are times when it is useful.

I realize that the idea is for a transfer report but frankly all you need to do is allow for Transfers as an option in a Spending Report. Now that we can save reports, it would be easy to set up.

SRC54

I realize that the idea is for a transfer report but frankly all you need to do is allow for Transfers as an option in a Spending Report. Now that we can save reports, it would be easy to set up.

I said this above as If I knew for sure. Too dogmatic. I THINK that having the option to include transfers might be enough. I must remember that when it comes to Simplifi and its myriad features and what other users need that I wish I were more certain of the things of which I'm sure!