Transfer Transactions: Remove non-functional "Exclude From Report" option
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.
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Rob Wilkens
Comments
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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.
Also, should the requests linked above be merged @Coach Natalie @Coach Jon ?
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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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.
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Rob Wilkens0 -
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.
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Rob Wilkens1
