Transfers

Discussion List

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  Transfer linked to transaction from last month (edited)

  Closed System 46 views 6 comments 0 points Most recent by Coach Natalie February 24Troubleshooting
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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 522 views 21 comments 9 points Most recent by EL1234 February 24Feature Requests
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  Manual Transfer Linking Bug

  Closed N4KHQ 196 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting
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  Editing the date on one side of a linked transaction is affecting the other side

  Closed ejs 112 views 9 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 73 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  Taxable IRA Withdrawal On Which Side?

  Closed Diver4242 26 views 2 comments 0 points Most recent by DryHeat January 31Bills and Income
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  Other side of future recurring transfer disappears after multiple manual edits

  Closed RobWilk 14 views 2 comments 0 points Most recent by ben510 January 26Report a Bug
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  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 76 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
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  Transfers are not Bills!

  Closed donnajean 641 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 62 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 136 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 144 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 13 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 140 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
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  Manually link transfers to each other

  Closed paradisfm 90 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions
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  The system recognize and correctly categorize transfers between accounts [Edited]

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

  Closed maxvv 35 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Transfers created from a Split Transaction should show Flags in the register (edited)

  Active EL1234 119 views 8 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
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  Help with counting transfers as income (edited)

  Closed z1r 257 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 45 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 164 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
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  Issues with transfers linking incorrectly

  Closed Jenny T 88 views 7 comments 0 points Most recent by DryHeat September 2025Troubleshooting
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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 2.9K views 119 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 89 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 30 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 214 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 23 views 1 comment 0 points Most recent by DannyB September 2025Troubleshooting
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 814 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 45 views 4 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions