Issues with bulk un-excluding transactions

System

This discussion was created from comments split from:

Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited).

UrsulaA

@Coach Natalie @Coach Jon - There is a bug, I was able to bulk un-exclude transactions following modified step 2. Step 1 involves selecting transactions with report and/on spending plan exclusions and opening the bulk edit dialog.

Step 2 (should work) - Click on Exclusion, leave spending plan and reports boxes blank, select apply

Bulk Inclusion/Un-exclusion only works now using modified step 2 - this should not be the case.

Modified step 2 - Check exclusion box, Check the boxes Spending Plan and Reports, uncheck the Spending Plan and Reports boxes, click apply.

Also, if the functionality is intended to un-exclude using modified step 2 above, please update the support docs.

Below are the steps I followed to un-exclude 2 transactions from spending plan and reports that were originally marked excluded for Pocketguard. These transactions are an expense and a refund occurring on a credit card.

Step 1 - Select both transactions and open bulk edit box

Step 2 - Click on Exclusion, leave boxes blank, select apply

Result - transactions are still excluded, not included in spending plan or reports

Modified step 2 - Check exclusion box, Check the boxes Spending Plan and Reports, then uncheck the Spending Plan and Reports boxes, click apply

Result - exclusions are cleared

Reports show Pocketguard

November 2023

December 2023 report

Spending plans show Pocketguard

Nov 2023

Spending plan Dec 2023

UrsulaA

Thanks Coaches for filing the bug report. Hope solving this bug fulfills the un-exclude need users have for banking accounts at least.

RobWilk

Be cautious (I didn't see a bug report) - they're sometimes known to decide, "The exceptional cases where it works like you expect it to is actually the bug, we'll fix it by making that not work." I think that's why they haven't closed the new idea post on this yet. This could be decided/fixed in either direction yet.

UrsulaA

https://community.simplifimoney.com/discussion/comment/30384#Comment_30384

This discussion is the bug report, filed under report a bug. If the un-exclude feature works like I described on the comment, such should be made clear in support docs.

Let's see what Simplifi says, your point is taken. Caution is warranted.

Coach Natalie

@UrsulaA, thanks for taking the time to figure this out!

I went ahead and got this confusing UI reported and will let you know when I hear back. Since it's unclear how to bulk un-exclude transactions with the current UI, we'll leave the Idea post separate and wait to see if the bug report resolves that matter. I think even just having the exclude boxes checked when opening the Bulk Edit window would make things a lot clearer.

-Coach Natalie

SIMPL-19969

UrsulaA

Agree @Coach Natalie with "even just having the exclude boxes checked when opening the Bulk Edit window would make things a lot clearer." Hope the bug clears out.

UrsulaA

Any update? I see the discussion is open so the bug report is open too, I assume.

Coach Natalie

@UrsulaA, as soon as we have an update to share, we will be sure to post back here. There is no update as of yet.

Thank you for your continued patience!

-Coach Natalie