Don't force Linked Transfer Transactions to have the same date (edited)

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max4
max4 Member
edited April 4 in Feature Requests

I have two matching transfer transactions. The opening transaction of sending the money from one account is on March 14. The other account doesn't receive the money until March 18. If I link these transfers I am forced to have both of them show the same date, either March 14 or 18, which is incorrect.

3 votes

In Review · Last Updated

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    @max4, thanks for letting us know!

    I am seeing the same behavior in Quicken Simplifi, and it certainly seems new to me; I don't recall Linked Transfers ever being forced to assume the same date, but I can't even manually change the date on one of them now without it changing the date on the other. With that, I got this issue escalated and will post back here with updates.

    -Coach Natalie

    SIMPL-20424

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    @max4, hey again!

    Our product team is currently reviewing how they'd like to approach this and what the design should be. To assist in the process, I have turned this into an Idea post instead of a Bug Report so other users can vote on it and we can hopefully hear some additional use cases.

    -Coach Natalie