Monthly draw on IRA causes issue in spending-plan
I have investment account (Roth IRA-1) I take a monthly draw on for the same amount. The account it is pulled from (IRA-1) and the account it is deposited into are both in my Simplifi.
In transactions, I have my checking account reflect deposit (category income) (this is good)
In spending plan under other spending, I see transactions in my IRA-1 account (matching green and black entries - same amount). These more or less total-up to the amount of the deposit described above as income. They are marked as ignore in spending plan yet they still show up.
I've tried having support help a couple of times but we end up just changing things that in the end, do not seem to help Simplifi reflect reality. The result right now is on spending plan, other spending is showing the amount of my monthly deposit from the IRA (all the individual transactions that add up to the monthly draw.
What is the best way to handle this sort of situation? While I like seeing the total picture with investment accounts, the ability or setup of Simplifi to handle this situation and be able to represent an accurate picture seems elusive.
We've tried removing and adding recurring transactions, checking to ignore them in reports/spending plan, all to no avail.
Thanks for any guidance!