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In / out flows bug

Feature Request

I love the visual on plan and on a client showing client in and outflows. However, I don;t believe it is taking transfers into account properly. It seems to ignore inter-account transfers and cash transfers when summing up flows. The expected outcome would be to include an inter-account transfer (say from a GIA to an ISA) as an inflow for the ISA and an outflow for the GIA. At a client level, the impact will be zero since they net each other out.

Area of the system
Posted by Francois van der Merwe ·
Status: Completed1 comment

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Comments1

  • Tracy Holdt

    Team•

    Nov 21, 2025

    Hi @Francois van der Merwe , yes. The initial release of inflows and outflows was only on contributions and withdrawals. We are looking to expand this and give users the ability to choose which transfer types to display in the widget