Reconciling transfers

[jjt5858]

Not AUTOMATIC entirely, but this is automatic once you install this and tag it correctly like this:

Linked Transfers

What is the goal of your workflow? What problem does it solve, or how does it help you? I’ve always wanted to be able to ‘link’ two transactions. Most notably, I like the idea for Transfers. I categorize all of my Transfers into “Transfer Out” (money leaves one account) and “Transfer In” (money arrives in another account). I used to use the tag “Match” next to each of the two when I found them both, which is useful when first reconciling, but after that, there is no way to see both transactions…