Entering Transfers on Desktop & App Function Differently

Flopbot

Greetings,

I'm basing my report of a bug on this post (click here).  I'm assuming that this post is how things should work.

I manually downloaded multiple months worth of transactions for a checking account so I'm going back and linking them to the automatically downloaded CC account payments.

In the post linked above, it hints that Transfers should have these settings on both ends of the transfer (positive & negative).



If that's correct, then it appears that Simplifi is correctly setting the Visibility when entering the transfer from a laptop computer.  Across multiple accounts, I never found an issue. 

However, (Problem 1) when I tried entering the transfers from the mobile app, then it's entering them like this...



So, I fixed it on the desktop and checked both boxes.

However, (Problem 2) when I tried to fix it in the mobile app, it doesn't allow me to check both boxes.  It seems to be an either or checkbox.

Thanks.

Coach Natalie

Hello @Flopbot,

Thank you for taking the time to report this to the Community!

Would you mind first checking to see which version of the Mobile App you're on, please? We had some issues with version 3.10.0 that was affecting multiple aspects of the App, but we've since pushed the 3.10.1 release with fixes, so I just want to make sure that you're not being impacted by any of those issues. If you're already on 3.10.1, I would suggest fully uninstalling and then reinstalling the Mobile App, just to get a fresh install of that 'fix' version.

Hopefully doing so clears things up for you, however, when attempting to replicate this on the Mobile App with the latest release, I'm not sure that I fully understand the issue. I'm seeing that when entering a new 'Transfer' transaction, as well as when editing an existing transaction using a 'Transfer' Category, the 'Ignore' options are automatically toggled "on" accordingly. 

The only difference I'm seeing between the Mobile and Web App is that the option to Ignore from the Spending Plan is available on the Web App, but is not available on the Mobile App, as the toggle is unable to be moved from the "on" position. I'm seeing this with the new Transaction Details View specifically -- do you have this new view on the Simplifi Web App as well? 
 
Also, are you toggling on the 'Ignore' switches from the Mobile App, and then when viewing the same transaction from the Web App, neither are selected? And are you saying that you're only able to have one of the 'Ignore' switches toggled "on" from the Mobile App at a time?

Please let me know so I can best assist!

-Coach Natalie

Flopbot

Hi @Coach Natalie,

I checked and my app on iPhone is indeed version 3.10.1.

To get the problem, on the mobile app on iPhone, I was changing a pre-existing transaction from "Uncategorized" to "Transfer to _________".

Regarding (Problem 1), I'm now sure why it's working for you and now working for me short of you know the software better so I could be missing something.  However, the mobile app was very consistently not checking the "Ignore from Reports" (not turning it purple) each time I made the above change while the desktop was very consistently checking the "Ignore from Reports" checkbox when I made the same change.

I see what you mean about "Ignore from Spending Plan" not being supported on the mobile app.  That must explain what I was seeing in (Problem 2).  I don't know enough about how Simplifi works to know if this is an issue needing fixed or not.


To answer your questions:

Also, are you toggling on the 'Ignore' switches from the Mobile App, and then when viewing the same transaction from the Web App, neither are selected? ((No, on the mobile app, as soon as I change the category to Transfer, then I'm checking the 'Ignore' switches and they aren't set like you said they should be.  When I change the category to Transfer on the desktop, then the 'Ignore' switches are set properly - automatically - when viewed on the same device.))  And are you saying that you're only able to have one of the 'Ignore' switches toggled "on" from the Mobile App at a time?  ((Yes, which makes sense according to what you said in your reply to Problem 2 above...that toggle isn't supported on the mobile app.))

Let me know if this doesn't make sense.  I was a bit asleep while typing it. Thank you.

Coach Natalie

Hello @Flopbot,

Thanks for posting back with additional details!

It sounds like the 'Ignore' options are now automatically and properly being selected for you with 'Transfer' transactions on the Mobile App, however, please let me know if I'm misunderstanding. If you are still seeing an issue, and have not already done so, I would try an uninstall/reinstall of the Mobile App, just to get a fresh install of the 3.10.1 fix version. 

In regards to the difference for the 'Ignore' options between Mobile and Web, and the 'Ignore from Spending Plan' option being stuck on when ignoring from Reports on the Mobile App, I am also unsure what the intended design is here, but it definitely seems funky to me, so I did go ahead and get it reported. I'll post back as soon as I receive an update.

-Coach Natalie

SIMPL-11032

Coach Natalie

Hello again @Flopbot,

I heard back from my Team on the escalation, and it seems that the 'Ignore' toggles are not currently independent on the Mobile App, but will be as part of a future release. So eventually Mobile will behave the same as Web, where both can be toggled independently, or together. 

I hope this helps, but please let me know if you have any questions!

-Coach Natalie

Flopbot

Thanks @Coach Natalie,

Good to hear there's a long term fix in the works for (Problem 2).  That leaves (Problem 1) unresolved.  In a nutshell, the visibility settings/checkboxes are automatically set differently by Simplifi when changing an "Uncategorized" transaction to "Transfer" on the Mobile App vs. the desktop.

My desktop is Windows 10.  My phone is Apple iPhone SE w/ software version of 14.8.

Coach Natalie

Hello @Flopbot,

Thanks for posting back!

I apologize for the misunderstanding -- from your comment on the 2nd, it sounded like the toggles were now being set to 'Ignore' automatically as expected when editing the Category to be a "Transfer". 

I'm still not personally seeing this behavior on the Simplifi Mobile App. When I edit the Category of a transaction to be a "Transfer", I see that the toggles for 'Ignore' are both toggled on automatically. I am also seeing that when editing the Category from a "Transfer" Category to an expense Category, that the 'Ignore' toggles are automatically toggled off as expected. This behavior appears to be the same on the Web App as far as I can tell.

With that being said, would you mind recording a video or gathering some screenshots of what you're seeing in regards to this on the Mobile App so that I can share it with my Team?

-Coach Natalie