transfer transactions are unable to categorize
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
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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.
What is it that you need improvement on? You can post a feature request for it or vote for an existing feature request.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Is this a feature request interesting to you? It requests the ability to create custom transfer categories.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@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:
Let us know if either of these requests work for you!
-Coach Natalie
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