I have a problem with the transfer.
I have two accounts from the same bank. One in my name, the other in the name of my daughter (who is a minor). I transfer an allowance every week (always amounts under 7.5) with an automatic service that the bank provides.
Well these transfers despite occurring on the same day are not read as transfers!
If I try to change the expense (or income) as a transfer, it only makes me enter the manual account, or the off-wallet account.
It would be useful to be able to select all accounts for transfer, and by selecting one, the system should check if within a range of a given date (say one to five days) it matches a specific amount opposite, so that it can match the correct entry.
Example if I transfer by bank transfer 100 euros on December 30 from ACCOUNT X to ACCOUNT Y. The amount is credited on January 3 to Account Y.
The system recognizes 100 from Account X as Unknown Expense, while in Account Y it recognizes the sum as Unknown Income.
Account Y has on January 2 another income of 100 euros. Classified as a poker winnings!
Now, I want the transaction that was credited on January 3 to be recognized as a TRANSFER.
I modify the 100 euro expense in account X and set it as a transfer.
From the list of accounts it shows me all accounts present ( both synchronized and manual). I set account Y as the recipient of the transfer (with a maximum of 5 days difference from the expense), the system should find all positive amounts that are equal to 100 euros, and report them to me in a list. So it should report to me:
100 euro - Poker winnings - January 2
100 euro - Unknown Entry - January 3.
Obviously I would dock the January 3 entry for the transfer.
A similar functionality is offered by Spendee and I must admit that for me it was very convenient to “hook” transfers not detected automatically.
I switched to the Lifetime version because compared to Spendee there are many more features … but also some flaws.
I hope this feature will be integrated
I attach as images the two transactions, and the screen that appears to me when I try to enter the transfer.