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Add more detail to the Link Transfers window (edited)

Flopbot

While reconciling transactions to my bank statements, I sometimes get this box. At that exact moment, I have a decision to make. If I make the right decision, all is well. If I make the wrong decision, it can lead to multiple minutes of cleanup later on. I've had problems both when I click Link and when I don't click Link. It would be very helpful if Simplifi would provide more transaction details for both transactions including Date, Price, Full Name, Account, Current Category, Tag, etc.

Reasons For Confusion:

There was another transaction for the same exact amount that it should be linked to other than this.
The category was already set up the way I wanted it. Maybe "Transfer" is preferable to "Transfer to account ___." For example, this particular transaction occurs each week and, for whatever reason, this particular transaction doesn't play well with the Serie. Therefore, I created two seperate series, one for each side and I use "Transfer".

What I envision:

It would be great if it showed all this detailed info. Since space might be at a premium, maybe you could click into each box to expand it and see more.

[edited images to reduce size]

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Feature Request

Transfers

Status: Active

Comments

DryHeat

While reconciling transactions to my bank statements, I sometimes get this box.

I'm not sure what you are describing. Are you just reconciling by comparing transactions to a statement?

Or are you manually linking transactions to a series as part of your reconciliation process? Or something else?

Flopbot

@DryHeat , good point. By reconciling, I mean setting down with the paper statement and checking off each transaction one at a time and then clicking the Reviewed circle. When a transaction in my CHK has a “Transfer” category and there is a corresponding transaction in SAV that also has ” Transfer”, then Simplifi returns this box because it wants to link them.. In this particular case I really want them to remain separate and have a “Transfer” category..

DryHeat

Ok… I'm not sure why this is happening.

I only see this "Link transfers" window pop up when I use one of the transfer categories that is linked to an account, not when I use the generic "Transfer" category. Simplifi will look for matching transaction when you use an account-linked transfer category, but I don't know how it would even know which account to look in if you are just using the generic Transfer category.

EL1234

I've seen it when categorizing something as "Transfer" without an account, if there's a similar enough transaction that simplifi thinks they should be linked (sometimes correctly and sometimes not).

DryHeat

Does it search through all your accounts looking for a match? That seems like it would lead to a lot of false positives.