Automatically associated "Transfer: transaction bug

Havensd74

I have a transaction that I wanted to list as a transfer.  I don't need (or want) to link it to a transaction in another account.  However, the code automatically found a transaction in my credit card account that it asked if I wanted to link it to.  I said to ignore the link, and it did (sort of), in that it didn't link it to the specific transaction.  It did however link it to the account in the category column.

So instead of just showing as "Transfer" in the Category column, it shows as my credit card account in the Category column (that it thinks the corresponding transaction is in even though I chose to not link it).  I don't want that, but it will not allow me to set it as just a transfer once it automatically finds a similar dollar amount (regardless of my ignoring it).

I had to modify the amount in my credit card transaction, so it didn't match the dollar amount exactly of my other transaction.  That allowed me to set it as a transfer (without automatically linking it).  I had to then go back and change the credit card transaction back to the correct dollar amount.

Regards,
Dave

Coach Natalie

Hello @Havensd74,

Thank you for reporting this to the Community, although I'm sorry to hear that you experienced this behavior in Simplifi.

This sounds similar to a bug that I reported some months back where Simplifi was forcing me to use a 'Linked Transfer', however, I'd have to take a closer look at it to be sure. With that being said, it sounds like you found a workaround that resolved the issue this time, but if you see it pop back up, please get some screenshots or a video of what's occurring and let me know. 

Thank you!

-Coach Natalie 

Havensd74

Hi Natalie,

Thanks for the response.  That sounds very similar, in essence Simplifi was forcing me to use a Linked Transfer when it found a transaction of the exact same dollar amount in a transferrable account.  

My work around is easy enough, do you know if they fixed the bug?

Regards,
Dave

Coach Natalie

Hello @Havensd74,

Thanks for posting back!

With the bug that I reported, when I selected "Don't Match', it created a manual entry in the receiving account to link it to and wouldn't let me use the Category of just "Transfer". So this definitely sounds similar, but also a little bit different. The Ticket is still being worked on, so it doesn't look like a resolution has been found yet. 

I'm glad that you found a workaround, but please let me know if you see the issue pop back up again, and be sure to grab some screenshots or a video so I can see what's going on.

Thanks again!

-Coach Natalie