Transfers

Discussion List

• 
  Manual Transfer Linking Bug

  N4KHQ 131 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting
• 
  Splits with multiple transfers no longer show "Go to the other side" for all transfers

  EL1234 127 views 28 comments 0 points Most recent by EL1234 February 11Report a Bug
• 
  Editing the date on one side of a linked transaction is affecting the other side

  ejs 43 views 9 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
• 
  Cannot "clear" a transaction that was created via a transfer within a split

  EL1234 27 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
• 
  Taxable IRA Withdrawal On Which Side?

  Diver4242 13 views 2 comments 0 points Most recent by DryHeat January 31Bills and Income
• 
  Other side of future recurring transfer disappears after multiple manual edits

  RobWilk 11 views 2 comments 0 points Most recent by ben510 January 26Report a Bug
• 
  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 47 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
• 
  Transfers are not Bills!

  Closed donnajean 305 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
• 
  14

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

  Active DryHeat 106 views 7 comments 14 points Most recent by EL1234 December 2025Feature Requests
• 
  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 42 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
• 
  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 74 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 92 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  2

  Up Down
  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests
• 
  7

  Up Down
  Ability to add and manage Transfer Categories (edited)

  Active theromm 374 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
• 
  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 117 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
• 
  Manually link transfers to each other

  Closed paradisfm 43 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions
• 
  The system recognize and correctly categorize transfers between accounts [Edited]

  Closed scribblerjane 34 views 1 comment 1 point Most recent by DryHeat November 2025Feedback
• 
  Help linking a manual investment transaction as a transfer (edited)

  Closed maxvv 33 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  4

  Up Down
  Transfers created from a Split Transaction should show Flags in the register (edited)

  Active EL1234 84 views 8 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
• 
  Help with counting transfers as income (edited)

  Closed z1r 138 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
• 
  Editing linked transfer deletes one side of transaction

  ejs 108 views 4 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
• 
  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 31 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug
• 
  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 88 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
• 
  Issues with transfers linking incorrectly

  Closed Jenny T 53 views 7 comments 0 points Most recent by DryHeat September 2025Troubleshooting
• 
  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 1.8K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback
• 
  8

  Up Down
  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 358 views 19 comments 8 points Most recent by Dick_Davis September 2025Feature Requests
• 
  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 53 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
• 
  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 2025Managing Your Transactions
• 
  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 151 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 24 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug