Transfers

Discussion List

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  Getting Started with Categories, Subcategories, Income, and Transfers (Edited)

  Answered Josienurse 31 views 1 comment 0 points Most recent by Coach Aldair November 1Getting Started
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  Use of Simplifi with Amazon Store Card added to accounts

  N4KHQ 99 views 5 comments 0 points Most recent by Coach Aldair October 22Using Transfers
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  Should I be excluding either or both sides of transactions from Checking to HSA accounts? (edited)

  Answered Mortimer Duke 79 views 3 comments 0 points Most recent by Coach Natalie October 19Using Transfers
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  Add more detail to the Link Transfers window (edited)

  Active Flopbot 114 views 9 comments 2 points Most recent by EL1234 October 19Feature Requests
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  Transaction Linking True Delete/Clear Needed

  Closed F4P6HR6DM 95 views 3 comments 1 point Most recent by F4P6HR6DM September 12Troubleshooting
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 737 views 16 comments 9 points Most recent by Flopbot August 6Feature Requests
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  Merged: Ability to create Custom Transfer labels/sub-categories

  Closed Moralessalsidoj 0 views 0 comments 1 point Started by Moralessalsidoj August 3 Quicken Business & Personal Feature Requests
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  Editing linked transfer deletes one side of transaction

  Closed ejs 207 views 7 comments 1 point Most recent by Coach Natalie July 27Report a Bug
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  Transfers are not being included in spending plan

  Closed ewd_20834756 84 views 2 comments 0 points Most recent by DryHeat July 18Troubleshooting
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  Same amount split transfers don't link to separate transactions in receiving account (edited)

  Closed Big Grumpy 375 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Timing of transfers and how Net Worth reflects the transfers

  Closed lwyman 145 views 5 comments 0 points Most recent by EL1234 June 25Using the Net Worth Feature
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  Strategy for importing transactions including transfers

  Closed bobbiesmith 92 views 1 comment 0 points Most recent by SRC54 June 6Managing Your Transactions
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  Recurring transfer using old account after updating account in series

  Closed kleind 61 views 3 comments 0 points Most recent by Coach Jon June 4Troubleshooting
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  Transfers not properly linking

  Closed MattB314 71 views 3 comments 0 points Most recent by MattB314 May 22Troubleshooting
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  Closed hatzberg 82 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Rules and Transfers?

  Closed lyr-finance 55 views 1 comment 0 points Most recent by Coach Natalie May 11Managing Your Transactions
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  Tax Mapping Transfers?

  Closed Mortimer Duke 55 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Transfers STILL broken after disappearing transactions fiasco.

  Closed HDmoney 142 views 3 comments 1 point Most recent by Coach Natalie May 6Troubleshooting
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  Transfer categorizes as expense in reports (edited)

  Closed Casablanca 222 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Closed Kelacom 230 views 7 comments 1 point Most recent by DryHeat April 30Categories and Tags
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Closed Darknight21631 248 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  How to do IRA transfer to checking with taxes taken out?

  Answered ✓ Closed Diver4242 68 views 1 comment 0 points Most recent by SRC54 April 27Managing Your Transactions
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  New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

  Closed NavyGolf 52 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
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  16

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

  Active DryHeat 273 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  Is there a report for transfers?

  Answered ✓ Closed Lee Springer 68 views 3 comments 0 points Most recent by SRC54 April 12Using Reports
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  Escrow and Investment Transfers in Spending Plan

  Closed SteadyTrajectory 211 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 137 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  Spending Plan: Upcoming credit card payment showing in both Bills and Other Spend

  Closed DryHeat 105 views 3 comments 0 points Most recent by Coach Jon April 2Troubleshooting
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  Trying to confirm transfer concept for including in Spending Plan (edited)

  Closed Redfrog09 31 views 2 comments 0 points Most recent by SRC54 April 1Using Transfers