manually added account doesn't appear under Transfer category

Jonathan Member
edited February 7 in Troubleshooting
Have had to add troweprice529 as a manual account as does not link. My other linked accounts show up under the ‘Transfer’ category when entering a manual transfer transaction to this account, but the new manual 529 account does not. Any advice? Thanks!

Best Answer


  • Jonathan
    Jonathan Member
    It’s a 529 savings account. There will be regular transfers to it monthly ongoing. I will also make intermittent transfers ongoing from my retirement accounts into checking, so certainly a specific transfer subcategory should be functional. I hope you’ll add this capacity to Simplifi soon.
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