The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

DryHeat · December 13

That title is pretty awkward, so here is a more complete explanation of the issue:

The effect of the Money In / Money Out Exclusions is not actually controlled by whether an account is getting Money In or sending Money Out.

Instead, the Money Out exclusions always apply to the account in the Select Account field, and the Money In exclusions always apply to the account in the Category field.

This means that:

when money is transfered from the Select Account field account to the Category field account it works as expected … an exclusion in a Money Out checkbox will apply to the account that is sending money out

but when money is transfered from the Category field account to the Select Account field account it works backwards … an exclusion in a Money Out checkbox will apply to the account that is getting money in.

I know this is all a bit confusing, but there is a fuller discussion here (with pictures!!!):

https://community.simplifimoney.com/discussion/15139/for-exclusions-in-recurring-transfer-series-which-is-money-in-and-which-is-money-out

EL1234 · December 14

Thanks for the explanations! Hopefully Simplifi can "Simplifi" this so that we don't need to read a whole discussion with pictures in order to select the correct transaction.

SRC54 · December 14

As Danny said, this whole Money In, Money Out gives me a headache. For what it's worth, I agree with @EL1234 that it would be great to Simplifi it.😁

RobWilk · December 14

Fully agree with this discussion. Money in should refer to the side with positive cash flow, money out, the other side. Anything else is either a bug or design flaw (design flaw in this case referring to a bug in the design).

Coach Natalie · December 15

@DryHeat, thanks for creating a separate post to report this.

At this time, this would not be considered a bug. The current behavior is working as designed: Money Out exclusions always apply to the account selected in the Select Account field, and Money In exclusions always apply to the account selected in the Category field.

Since this design does not work well for Recurring Income Transfer Series and can be confusing, the appropriate next step is to submit an Idea post to request a change. This allows our product team to review the request and gives other users the opportunity to vote and share feedback.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

If you’d like a second opinion, you’re welcome to contact our Chat/Phone Support Team directly. However, within the Community, an Idea post is the correct path forward here.

We appreciate you taking the time to share your feedback, and I’m glad we were able to identify a workaround together in the other thread by excluding the Money In side.

DryHeat · December 16

@Coach Natalie

At this time, this would not be considered a bug. The current behavior is working as designed: …

Thanks for the suggestions about an Idea post or a second opinion, but there is no need for that.

I understand from your post that — for certain types of transfers — the designed behavior is for a "Money Out" Exclusion to apply to the account that is getting Money In.

It's a little hard for me to understand why the designers would want it to work that way.

But I understand how it works now, so it's no longer a problem (for me, anyway).

The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

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