Transfers

Merged: Error when setting up account transfers

Closed Flopbot 19 views 0 comments 0 points Most recent by RobWilk December 15Using Transfers

Merged: Option to not automatically exclude Transfers (edited)

Closed Randy17485 38 views 0 comments -1 point Most recent by Randy17485 December 3Feature Requests

Future credit card payments from transfer series keep disappearing

Closed t8iujh 51 views 7 comments 0 points Most recent by Coach Natalie November 7Report 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 31Report a Bug

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

Answered ✓ Closed MattB 54 views 3 comments 0 points Most recent by SRC54 October 20Projected Cash Flow

Matches wrong existing transaction (Transfer/Payment)

Closed RobWilk 25 views 3 comments 0 points Most recent by Coach Jon September 18Report a Bug

1

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

Active dagnabit2000 56 views 5 comments 1 point Most recent by UrsulaA September 10Feature Requests

Transfers not showing up in the Spending Plan

Closed Kseniya 79 views 12 comments 0 points Most recent by Coach Natalie September 3Report a Bug

Mortgage payments are completely broken

Closed H@ 72 views 4 comments 0 points Most recent by Technomutt August 24Feedback

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 20Feature Requests

Question about recurring Transfer

Answered ✓ Closed CROforce 35 views 2 comments 0 points Most recent by CROforce August 17Troubleshooting

Can I "start over" with recurring transfers?

Closed DannyB 71 views 3 comments 0 points Most recent by Flopbot July 24Using Transfers

Linked transfers that should not be linked!?

Closed cowboydude99 43 views 6 comments 0 points Most recent by DannyB July 24Troubleshooting

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

Closed DDXdesign 246 views 22 comments 0 points Most recent by DannyB July 24Bills 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 15Report 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 28Report a Bug

3

Ability to disable the automatic linking of Transfers (edited)

Active SidKa 184 views 11 comments 3 points Most recent by dudgeonc June 25Feature Requests

Editing linked transfer deletes one side of transaction

Closed ejs 72 views 2 comments 1 point Most recent by Duke0486 June 21Report a Bug

Simplifi is overriding rules to create transfers (edited)

Closed jayyan 29 views 2 comments 0 points Most recent by DannyB June 13Troubleshooting

Can't transfer money from one checking account to another

Closed Chrobrego 22 views 1 comment 1 point Most recent by Coach Jon June 5Report a Bug

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

Closed Tom Gorrell 74 views 5 comments 0 points Most recent by DannyB May 21Using 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 17 Feature Requests

Categorizing IRA Draws

Closed ericksonjb 43 views 1 comment 0 points Most recent by Coach Jon May 14Using Transfers

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

Answered ✓ Closed JoshIAllen 160 views 1 comment 0 points Most recent by DannyB May 9Using 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 7Adding 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 1Using the Spending Plan

Transfers to investment account come out as 2 transactions, but come in as 1

Closed birbyb 121 views 9 comments 0 points Most recent by birbyb April 29Managing Your Transactions

Recurring transfer not showing up on following months.

Closed SomberProfit 37 views 1 comment 0 points Most recent by Coach Jon April 26Using Transfers

Splitting Paychecks imbalances spending plan

Closed mthoza 20 views 1 comment 0 points Most recent by Coach Jon April 24Report a Bug

2 different transfers are linked to the same other side

Closed gskluzacek 146 views 12 comments 0 points Most recent by RockLee April 22Report a Bug

Transfers

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