Transfer between Plaid synced accounts
S
Salvino
When I transfer money between 2 Plaid sync'ed accounts, they show as 2 transactions (once under the sending account, and once under the receiving account). Is it possible to "link" these 2 transactions as a unique Transfer ?
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J
JP Shipherd
This is the way transactions work in Lunch Money. By default, you will see both sides of the transaction (if both accounts are synced in Lunch Money).
I personally like seeing both sides of the transactions and generally set both to a special "Transfer" category that has the "Exclude from Totals" and "Exclude from Budgets" properties set. Periodically, I'll use the Analyze view to validate that the Transaction category has a balance of zero.
Having said all that, you CAN make them show up as a unique Transfer by grouping the transactions. Select the transactions you want to group, and choose "Group" from the buttons that appear on the side. The newly grouped transaction will have an Amount of zero (since the credit and the debit cancel each other out), so you may want to add something in the notes that states what the value of the transfer was.