Transfers

Transfers not showing up in the Spending Plan

Kseniya 60 views 12 comments 0 points Most recent by Coach Natalie September 3Report a Bug
Mortgage payments are completely broken

H@ 56 views 4 comments 0 points Most recent by Technomutt August 24Feedback
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Don't force Linked Transfer Transactions to have the same date (edited)

In Review max4 63 views 3 comments 5 points Most recent by quick username August 20Feature Requests
Question about recurring Transfer

Answered ✓ CROforce 33 views 2 comments 0 points Most recent by CROforce August 17Troubleshooting
Can I "start over" with recurring transfers?

Closed DannyB 49 views 3 comments 0 points Most recent by Flopbot July 24Using Transfers
Linked transfers that should not be linked!?

Closed cowboydude99 42 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 161 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 126 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 146 views 21 comments 0 points Most recent by SRC54 June 28Report a Bug
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Ability to disable the automatic linking of Transfers (edited)

Active SidKa 180 views 11 comments 3 points Most recent by dudgeonc June 25Feature Requests
Editing linked transfer deletes one side of transaction

Closed ejs 71 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 16 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 65 views 5 comments 0 points Most recent by DannyB May 21Using Transfers
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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 36 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 134 views 1 comment 0 points Most recent by DannyB May 9Using the Spending Plan
Incorrect account balances when transferring between bank accounts

Closed Bernardo 40 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 17 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 108 views 9 comments 0 points Most recent by birbyb April 29Managing Your Transactions
Recurring transfer not showing up on following months.

Closed SomberProfit 36 views 1 comment 0 points Most recent by Coach Jon April 26Using Transfers
Splitting Paychecks imbalances spending plan

Closed mthoza 18 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 126 views 12 comments 0 points Most recent by RockLee April 22Report a Bug
Mobile app needs "See Other Side" like web app

Closed RobWilk 86 views 6 comments 3 points Most recent by RobWilk April 17Report a Bug
Payee for Transfers

Answered ✓ Closed Humanleg86 44 views 1 comment 0 points Most recent by UrsulaA April 17Managing Your Transactions
Discover Card payment creating pending transaction for incorrect account

Closed Dillon 47 views 4 comments 0 points Most recent by Coach Jon March 12Managing Your Transactions
recurring linked transfer not reflected in spending plan

Closed lindseybg 93 views 1 comment 0 points Most recent by RobWilk March 9Using the Spending Plan
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Ability to add a Tag to just one side of a Transfer (edited)

Active wphenry 57 views 4 comments 0 points Most recent by UrsulaA March 7Feature Requests
Transfer Series Exclusion Discrepancy

Answered ✓ Closed suL33T 59 views 5 comments 0 points Most recent by suL33T March 4Report a Bug
One side of transfer missing from 'transfers bucket'

Closed RobWilk 45 views 4 comments 0 points Most recent by Coach Natalie March 4Report a Bug