Give option to remove "Transfer Money" banner in accounts (edited)

Doug Hall

Please give me an option to remove this banner at the top of the transaction pages:

It is taking up valuable screen space on my registers for a feature I don't expect to ever use. I use Zelle which allows me to instantly transfer money between my banks.

UrsulaA

Agree on this, I believe the coaches said this will be removed on the next release.

Account to Account Transfers (A2A): Share your feedback here! - Page 3 — Simplifi

Coach Kristina

Hello @Doug Hall,

Thank you for coming to the Community to share your feedback! As @UrsulaA just mentioned, this is already in work:

https://community.simplifimoney.com/discussion/comment/44423#Comment_44423

Thank you!

EL1234

How does Simplifi's transfer feature even work? I haven't read about it, only seen the banner.

Coach Kristina

Hello @EL1234,

To answer your question, it currently works with savings and checking accounts only. You must have at least 2 accounts enabled for the feature in order to use it. Typically, it takes about 2-3 business days for the transfers to complete.

For more information about how this feature works, I recommend reading this article on it:

https://support.simplifi.quicken.com/en/articles/9980256-account-to-account-transfers-a2a

I hope this helps!

EL1234

https://community.simplifimoney.com/discussion/comment/44512#Comment_44512

Thanks!

MikeBtp

I also agree, let us remove the Transfer Money banner at top of screen. Wasting space.

I guess since it's been years that people have asked for Notes field for Recurring (a very simple programming solution) without getting it we might be waiting a few years for this to be addressed.

dsfreddy

Can't happen soon enough.

dsfreddy

It's still there. Any progress?

UrsulaA

I was hoping for this update in 4.39.0. I have no need for this banner on my checking account page.