Double-ended Upcoming Transactions Get Messy

BrashPenguin

Apologize if this has been mentioned elsewhere, but I have a number of automated transfers between accounts/institutions every month. These used to work great, creating and linking both on the withdrawal side and the deposit side. Recently (last few months), Simplify seems to get confused on the deposit side, often leading to either "missed" bills (failing to match) or duplicate transactions (as Simplify creates the deposit "side" before the transaction is created the following day or two).

I've had to change all of my upcoming transactions to a category of "Transfer" instead of "Transfer: Account Name." Did something change/break here? As I mentioned, it used to be fine.

DannyB

@BrashPenguin

Just a guess, but this might have something to do with the change that was launched back in June when we were given more control over how to handle transfers. I started having some problems when this went live but things are smoothing out again.

https://community.simplifimoney.com/discussion/4973/the-transfers-bucket-is-now-live-in-the-spending-plan

Also not sure if this will help but here is the support article for this new functionality:

https://help.simplifimoney.com/en/articles/5142302-how-credit-card-payments-and-transfers-are-handled-in-the-spending-plan

BrashPenguin

Thanks, Danny. Maybe so. I ended up making them just "transfers" instead of using the transfer: account and it has eliminated the issue. Though I guess it's less precise.