Transfers

Discussion List

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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 1.9K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 58 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing 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 23 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Your Transactions
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  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 189 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 34 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Transfers Showing as Unsynced Account

  Closed fastrhythm 16 views 1 comment 0 points Most recent by DannyB September 2025Troubleshooting
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 557 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback
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  In Simplifi, Pending Transfer Transactions Across a Split

  Answered ✓ Closed RTBIII 28 views 4 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Transfer bills and income transactions show up twice in the reminder

  Answered ✓ Closed Amar_K 64 views 1 comment 0 points Most recent by Coach Natalie August 2025Bills and Income
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 32 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing 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 2025Report a Bug
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 33 views 2 comments 0 points Most recent by garej704 July 2025Investments
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  How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?

  Answered ✓ Closed DannyB 64 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 39 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions
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  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 13 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 12 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Why are transaction downloads are becoming more problematic?

  Closed dtnowell01 52 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Category for "Credit Card Payment"

  Closed fnums 191 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

  Closed JeffCB 13 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 32 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 39 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  4

  Up Down
  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 13 views 0 comments 4 points Most recent by Flopbot June 2025Feature Requests
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 87 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  How can I automatically recognize account transfers (in) as income?

  Closed FreshMints 34 views 1 comment 0 points Most recent by DryHeat June 2025Bills and Income
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 71 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 359 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 109 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  How to handle transaction from Savings to Checking for Home Repair

  Answered Closed housetr 36 views 4 comments 0 points Most recent by DryHeat May 2025Managing Your Transactions
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  Random Question about Transfers [Edited]

  Closed Booya64 95 views 7 comments 0 points Most recent by Booya64 May 2025Using Transfers
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  Not possible to set the flag color for a linked transaction automatically created from split

  Closed dlezama 71 views 11 comments 1 point Most recent by EL1234 May 2025Report a Bug