Unlink mis-linked transfers

nicko

Hello Simplifi team,

I keep experiencing transfers. Recently I transferred $1,000 to my checking account (checking account 1). When this cleared it was not linked to the transaction in our other account (checking account 2). When I looked at the checking account 2 transaction it was linked to an older transaction for the same amount in checking account 1. There was no option to "unlink" the transaction for a transfer. Can you please tell me how to resolve this? Thank you.

This is not a recurring transfer just something I did manually.

Coach Natalie

Hello @nicko,

Thanks for posting your inquiry to the Community, although I'm sorry to hear of your experience with this behavior.

Since Linked Transfers are linked via the "Category" (the sending/receiving account is used as the Category), you can easily unlink a Linked Transfer by changing the Category to something other than a Transfer Category. For example, you can use "Uncategorized" to unlink the transactions and get a fresh start on re-linking them properly.

With that said, I did find an existing Idea post that you may be interested in adding your feedback to:

https://community.simplifimoney.com/discussion/1168/handle-linking-and-categorizing-transfer-transactions-better-edited

Otherwise, I'd suggest creating an Idea post requesting an official function or option to unlink Linked Transfers, similar to being able to unlink a transaction from a Recurring Series or a Refund. I'd vote for it!

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

-Coach Natalie

RobWilk

Same thing happens to me. It can be a pain to figure out.

RobWilk

I think what I typically do to work around this, is delete the new part of the auto-linked transfer, then recreate it with a slightly different dollar amount, then once both sides of that traansaction are made right, changing the transaction amount back.

nicko

Thanks @RobWilk that is a "hacky" way to handle this. It is also not a solution someone who is not tech savvy would be able to figure out. It should be straight forward to allow the user to unlink a transfer. Between this issue and the regular duplicate transactions more and more I don't feel I can trust the data from Simplifi. 🙁

RobWilk

@nicko i gather most users of this software are trained programmers, judging from these forums and the comments throughout.

nicko

@Coach Natalie can you or someone from the team help out here?

RobWilk

At this point, I'd say either:

(1) This is a bug, but to be honest, I think it was designed this way. Maybe it wasn't the best design, but it has advantages (and obvious disadvantages).

(2) Since it was designed this way (assuming we agree), I suggest creating an idea post to change the design so people can vote on it — this 100% would get my vote. Just be prepared for a potential multi-year wait for this kind of change (based on some other idea posts with lots of votes), assuming it gets enough votes.

nicko

Hey @Coach Natalie thank you! I am guessing it must get old handling all the complaints and such. You always respond well and try to help. It doesn't got unnoticed and wanted to say thank you.

Coach Natalie

I'm happy to help, @nicko! 😊

-Coach Natalie