Transfers from my Checking account to my IRA are not appearing as linked transfers.

jsmith1234

Hello all.

Every month, my checking account automatically sends $X to my IRA. I'm assuming this should be categorized as a linked transfer in Simplifi, such as with credit card payments or regular transfers from Checking to E-fund.

However, even after reconciling the categories for both sides of the transaction, Simplifi still isn't showing them as linked.

Further, I don't understand if these transactions should appear in spending plan or reports. Any guidance would be appreciated. I don't need to see the individual buys and dividends for the IRA, I use the IRA's platform for that. I just want to know that the money moving from IRA/Checking is being reported correctly. Thanks!

SRC54

They often don't link automatically for me either. I find that once they have come if I change it in the regular account to just a transfer, I can then go to the Investment account and link it to my checking account and usually then Simplifi will pop up a window and offer to link them.

Of course, I have to wait a day for my Investment account to update before I do it. Often the checking account updates first. Also, you know that you can simply say Transfer on both sides without linking them and Simplifi will handle the accounting correctly, but if you keep working at it, you can get them to link.

Good luck.