Add a Report for Transfers (edited)

ajbopp

Now that Transfers has become its own section in the Savings Plan, I think it would be useful to have a Transfers Report.

I'm thinking of something that would list all transfers that have occurred in a given time period. It would be able to filter in various ways

• By account from/to and/or from/to (only show transfers from the checking account, regardless of where the transfers went / only show transfers from checking to savings)
• Date range

The report would be helpful if it showed an average (like watchlists) of the amount transferred by month, so that number could be plugged into the savings plan and reflected in the cash flow report.

UrsulaA

Hi - looks like there is an existing request that matches your need. Do you want to check it out?

https://community.simplifimoney.com/discussion/comment/24855#Comment_24855

ajbopp

The comment you linked seems to match, but I am not sure the original post in that thread is the same idea.

UrsulaA

The use case on this comment sounds like yours.

https://community.simplifimoney.com/discussion/comment/24855#Comment_24855

Coach Natalie

@ajbopp, I think what it comes down to is whether you want a specific Report for Transfers, or if you're okay with Transfers being able to be pulled into the already offered Reports. If the latter, we can merge your request with the existing one.

Thanks!

-Coach Natalie

ajbopp

@Coach Natalie I was thinking of a separate report. Integrating transfer data into existing reports doesn't seem to have much value to me.

UrsulaA

After re-reading the request I linked, @ajbopp 's request is different than the request we linked, which reads "My suggestion is to make an option where you can make one side of the transfer visible on reports"\

I upvote this request as worded as I prefer it.