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Hello from Ray

kindeshaun

So far it looks good.

I'm trying how to work with transfers.

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Transfers

Getting Started

Comments

Coach Jon

Hello @kindeshaun,

Greetings from the Quicken Simplifi Community! Glad to have you here! We do have a great support article here that goes over how transfers work in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/3352152-how-do-transfers-work

Hope this helps!

-Coach Jon

DannyB

Welcome to QS, @kindeshaun!

Transfers can be a little tricky, but the article Coach Jon points you to is a good place to start. Still, if you have questions, this forum is a great place to get answers, pointers, and help.

SRC54

Hi Ray,

How are you liking QS now that you've been working with it for over a month? I'll add my welcome to you too. @kindeshaun

Flopbot

@kindeshaun ,

Hello from Chris. Welcome to Simplifi!