Transfers

Transfers detected as withdrawals and income

MattS 19 views 3 comments 0 points Most recent by RobWilk 2:15AMUsing Transfers

AmEx Savings Recurring Transfers Appearing Strange

Answered mahka42 55 views 18 comments 0 points Most recent by Coach Jon January 14Troubleshooting

Unlinking issues with mis-matched linked transfers

RobWilk 12 views 2 comments 0 points Most recent by Coach Natalie January 3Feedback

Why would I want to "see" or Include my transfers in the Spending Plan?

Max1223 44 views 5 comments 1 point Most recent by DannyB December 2024Using the Spending Plan

Merged: Error when setting up account transfers

Closed Flopbot 19 views 0 comments 0 points Most recent by RobWilk December 2024Using Transfers

Merged: Option to not automatically exclude Transfers (edited)

Closed Randy17485 38 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests

Future credit card payments from transfer series keep disappearing

Closed t8iujh 52 views 7 comments 0 points Most recent by Coach Natalie November 2024Report a Bug

Checking Exclude from Reports does not save when changing Transfer category

segmented-reality 23 views 1 comment 0 points Most recent by Coach Jon October 2024Report a Bug

How do I setup recurring transfer for cash flow of involved accounts

Answered ✓ Closed MattB 80 views 3 comments 0 points Most recent by SRC54 October 2024Projected Cash Flow

Matches wrong existing transaction (Transfer/Payment)

Closed RobWilk 26 views 3 comments 0 points Most recent by Coach Jon September 2024Report a Bug

1

Combine Transfer Entries in Bills & Payments, Or Organize Like the Spending Plan (edited)

Active dagnabit2000 59 views 5 comments 1 point Most recent by UrsulaA September 2024Feature Requests

Transfers not showing up in the Spending Plan

Closed Kseniya 83 views 12 comments 0 points Most recent by Coach Natalie September 2024Report a Bug

Mortgage payments are completely broken

Closed H@ 74 views 4 comments 0 points Most recent by Technomutt August 2024Feedback

7

Don't force Linked Transfer Transactions to have the same date (edited)

In Review max4 64 views 3 comments 7 points Most recent by quick username August 2024Feature Requests

Question about recurring Transfer

Answered ✓ Closed CROforce 36 views 2 comments 0 points Most recent by CROforce August 2024Troubleshooting

Can I "start over" with recurring transfers?

Closed DannyB 75 views 3 comments 0 points Most recent by Flopbot July 2024Using Transfers

Linked transfers that should not be linked!?

Closed cowboydude99 44 views 6 comments 0 points Most recent by DannyB July 2024Troubleshooting

Just started, but I don't "get" how some things are handled - Questions

Closed DDXdesign 306 views 22 comments 0 points Most recent by DannyB July 2024Bills and Income

Unable to create a Linked Transfer from some accounts (edited)

Closed Chrobrego 128 views 13 comments 1 point Most recent by RobWilk July 2024Report a Bug

Using a Custom Amount of $0 in the Spending Plan is not reflected in the totals (edited)

Closed SRC54 147 views 21 comments 0 points Most recent by SRC54 June 2024Report a Bug

3

Ability to disable the automatic linking of Transfers (edited)

Active SidKa 185 views 11 comments 3 points Most recent by dudgeonc June 2024Feature Requests

Editing linked transfer deletes one side of transaction

Closed ejs 72 views 2 comments 1 point Most recent by Duke0486 June 2024Report a Bug

Simplifi is overriding rules to create transfers (edited)

Closed jayyan 29 views 2 comments 0 points Most recent by DannyB June 2024Troubleshooting

Can't transfer money from one checking account to another

Closed Chrobrego 24 views 1 comment 1 point Most recent by Coach Jon June 2024Report a Bug

Autopay from checking to credit card, why two credits and one debit?

Closed Tom Gorrell 76 views 5 comments 0 points Most recent by DannyB May 2024Using Transfers

4

Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

Active RobWilk 37 views 0 comments 4 points Started by RobWilk May 2024 Feature Requests

Categorizing IRA Draws

Closed ericksonjb 45 views 1 comment 0 points Most recent by Coach Jon May 2024Using Transfers

Spending Plan: Transfers and Credit Card Payments - How do you use it?

Answered ✓ Closed JoshIAllen 170 views 1 comment 0 points Most recent by DannyB May 2024Using the Spending Plan

Incorrect account balances when transferring between bank accounts

Closed Bernardo 44 views 3 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts

Allow for More Customization of Non-Goal or $ Amount Oriented Savings Transfers in the Spending Plan

Closed cassrdgwy 20 views 1 comment 1 point Most recent by Coach Jon May 2024Using the Spending Plan

Transfers

Discussion List