Split transfers are not being excluded from reports by default (edited)

Steve M

Currently only full transactions (non-splits) categorized as transfers are excluded from reports. Whenever a transaction is split and one of the splits goes to a transfer account, it is included on the report and needs to be manually excluded. The feature request is to exclude split transactions that are transfers in addition to what is currently being done for non-split transactions.

Coach Natalie

@Steve M, thanks for posting your suggestion to the Community!

I have moved this out of Feature Requests for now, as it seems Quicken Simplifi already does what you're looking for. When a transfer is created in another account from a split, I see that both sides are excluded by default, as transfers are intended to be. This applies to both regular transfer transactions and split transfers.

Here is the split transfer I created, which was automatically set to be excluded as soon as I selected a transfer category for the split line:

And here is the receiving side of the transfer, which was created from my split. This side was also excluded by default:

And I see that my reports themselves are honoring the exclusion settings:

With that, we will need more info from you on what specific actions you're taking in Quicken Simplifi that result in transfers being included in reports by default. Since transfers are supposed to be excluded by default, with the option for a user to manually include them, what you're describing sounds like a potential bug.

Let us know!