Transfer Transactions: Remove non-functional "Exclude From Report" option

RobWilk

Per "Title" (self-explanatory), I imagine it would work like this:

-Internally, Simplifi would always "remember" the last selection for "Exclude From Reports" (as it's doing now)

-But if the transaction type is a "Linked Transfer" (where the category is an account under the main transfer category), it should "Hide" the exclude from reports option because it doesn't do anything (Transfers are not included in reports).

The mere presence of this option "suggests" that they can be "included," which they (at present) cannot be.

UrsulaA

I know the request below does not have a lot of votes but if we remove the exclude from reports option from transfers, will the option to ever create a transfer report be eliminated? I will find it useful to see how much I pay to a credit card in a report versus relying on filters on the transaction list by transfer category.

https://community.simplifimoney.com/discussion/4769/ability-to-include-transfers-in-reports-edited

https://community.simplifimoney.com/discussion/7438/add-a-report-for-transfers-edited

Also, should the requests linked above be merged @Coach Natalie @Coach Jon ?

RobWilk

I'm okay with either-or — either do one or do the other; I would support both, just make the interface consistent. Right now, there's an option that is misleading and does nothing.

RobWilk

Btw, no they shouldn't necessarily be merged... one is to include transfers in existing reports, the other is about a report specifically for transfers.

UrsulaA

https://community.simplifimoney.com/discussion/comment/30337#Comment_30337

Good point. I prefer @ajbopp's request, create a transfer specific report with all other report exclusions applied for the standard reports for spending, income, etc.