Transfer transactions not included in account total (edited)

@MichaelSwartz

—If the transaction shows up in the register and it is only the account total that is wrong, that is likely a function of how Simplifi determines the total. It does not add up the transactions in the register. Instead, it displays the most recently downloaded total from your bank.

To display the correct total, you have to wait until the bank posts the transaction and changes it's total, and then that total is downloaded by Simplifi. (I'm assuming the CD is connected. If not, Simplifi does in fact add up the transactions. So this explanation wouldn't apply.)

—If the transaction is not showing up in the register, the most common problem would be that the Category used for the checking transaction is not actually the transfer Category for the CD account.

To rule that out, could you post an image of the transaction (redacted to protect personal information)?