transfer transactions are unable to categorize

RBSimplify

transfer transactions are unable to categorize, the funny part settings> categories & tags doesn't show TRANSFER category but transaction tab shows as TRANSFER category. Please improve

UrsulaA

The transfer categories are not modifiable via the settings as Simplifi builds these in to include the accounts you have linked in the app as sub categories. Transfers are linked together so both sides show the source/destination account as needed. There is also a transfer category and a credit card payment category that behave as transfers.

https://help.simplifimoney.com/en/articles/3352152-how-do-transfers-work

What is it that you need improvement on? You can post a feature request for it or vote for an existing feature request.

UrsulaA

Is this a feature request interesting to you? It requests the ability to create custom transfer categories.

https://community.simplifimoney.com/discussion/comment/25630#Comment_25630

Coach Natalie

@RBSimplify, we also have an existing request here for the ability to attach Transfers to the Payee so a Spending/Income Category can still be assigned:

https://community.simplifimoney.com/discussion/556/attach-transfers-to-the-payee-instead-of-the-category-edited

Let us know if either of these requests work for you!

-Coach Natalie