Transfers

Discussion List

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  8

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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 50 views 4 comments 8 points Most recent by DryHeat November 30Feature Requests
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  7

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  Ability to add and manage Transfer Categories (edited)

  Active theromm 336 views 9 comments 7 points Most recent by DryHeat November 28Feature Requests
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  Adding subcategories under "Transfer"

  Answered ✓ DryHeat 53 views 12 comments 0 points Most recent by EL1234 November 23Using Transfers
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  Manually link transfers to each other

  paradisfm 32 views 3 comments 0 points Most recent by RickS November 22Managing Your Transactions
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  The system recognize and correctly categorize transfers between accounts [Edited]

  scribblerjane 24 views 1 comment 1 point Most recent by DryHeat November 9Feedback
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  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 18 views 2 comments 0 points Most recent by SRC54 November 4Troubleshooting
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  Transfers created from a Split Transaction should show Flags in the register (edited)

  Active EL1234 61 views 8 comments 4 points Most recent by Dick_Davis October 31Feature Requests
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  Help with counting transfers as income (edited)

  Closed z1r 90 views 6 comments 0 points Most recent by DryHeat October 11Bills and Income
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  Editing linked transfer deletes one side of transaction

  ejs 91 views 4 comments 1 point Most recent by Coach Natalie October 8Report a Bug
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  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 32 views 4 comments 0 points Most recent by Coach Jon October 1Report a Bug
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 67 views 11 comments 0 points Most recent by DannyB September 29Bills and Income
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  Issues with transfers linking incorrectly

  Closed Jenny T 34 views 7 comments 0 points Most recent by DryHeat September 21Troubleshooting
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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 1.6K views 122 comments 0 points Most recent by Coach Natalie September 18Feedback
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  8

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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 235 views 19 comments 8 points Most recent by Dick_Davis September 18Feature Requests
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 50 views 8 comments 0 points Most recent by Dick_Davis September 17Managing Your Transactions
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  Can Simplifi track both sides of a transfer from a brokerage account to a bank checking account

  Closed GMS4QS 22 views 1 comment 0 points Most recent by Coach Jon September 16Managing Your Transactions
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  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 78 views 12 comments 0 points Most recent by Coach Jon September 10Report a Bug
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  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 16 views 2 comments 0 points Most recent by SRC54 September 3Report a Bug
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  Transfers Showing as Unsynced Account

  Closed fastrhythm 5 views 1 comment 0 points Most recent by DannyB September 1Troubleshooting
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 139 views 5 comments 0 points Most recent by Coach Jon August 18Feedback
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  In Simplifi, Pending Transfer Transactions Across a Split

  Answered ✓ Closed RTBIII 13 views 4 comments 0 points Most recent by SRC54 August 9Managing Your Transactions
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  Transfer bills and income transactions show up twice in the reminder

  Answered ✓ Closed Amar_K 35 views 1 comment 0 points Most recent by Coach Natalie August 7Bills and Income
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 35 views 2 comments 0 points Most recent by Dick_Davis August 6Managing Your Transactions
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  Merged: New spending plan with transfers

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 29Report a Bug
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 29 views 2 comments 0 points Most recent by garej704 July 25Investments
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  How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

  Answered ✓ Closed DannyB 42 views 5 comments 0 points Most recent by SRC54 July 22Using Transfers
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 31 views 1 comment 0 points Most recent by DannyB July 15Managing Your Transactions
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  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 12 views 1 comment 0 points Most recent by Coach Jon July 14Troubleshooting
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 13 views 1 comment 0 points Most recent by DryHeat July 12Managing Your Transactions
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  Why are transaction downloads are becoming more problematic?

  Closed dtnowell01 41 views 1 comment 0 points Most recent by Coach Natalie July 7Feedback