Mint refugees: "Loan Payment" for transfers (solved)

the_scottster

Just a warning for new Simplifi users - some of your banks will provide a decent amount of data (say 2 years), and others will only provide 6 months worth. Not Simplifi's fault, obviously.

When this happens, if you have a transfer from one institution that was done before the other institution's data begins, it will show as a Loan Payment. Don't try to make it a Transfer, that will mess things up. Just edit the transaction and check the boxes "Exclude from Reports" and "Exclude from Spending Plan."