Editing linked transfer deletes one side of transaction

ejs
ejs Member ✭✭
edited July 19 in Report a Bug

Sometimes, when I "unlink" a set of transactions that Simplifi has mistakenly linked together as a linked transfer, the software will attempt to delete one side of the transfer instead of simply changing its category to Uncategorized as it normally does. Is this a bug?

For example, today I tried to unlink a transaction that was incorrectly linked to another transaction by changing its category to the generic "Transfer" category and received this message:

"You are editing the transfer transaction 'Ally Bank' to no longer be a transfer. This will also delete the other side of the transfer in account [CapOne - 360 Checking]"

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @ejs, thanks so much for bringing this to our attention!

    I was able to reproduce this issue, and the behavior you're seeing should definitely not be occurring. I went ahead and got a bug ticket submitted and will post back as updates are received.

    -Coach Natalie

    SIMPL-20050

  • Duke0486
    Duke0486 Member ✭✭
    edited June 21

    This issue happens all the time to me! Please fix this bug soon! It makes fixing incorrectly linked transfers a real pain and wastes the user's time.

    When one side of a transfer is changed to "Transfer" or "Uncategorized," the other side of the transfer should have it's category changed to "Uncategorized," not delete the entire transaction! I also think delinking a transaction pairing should automatically mark both transactions as "not reviewed."

This discussion has been closed.