Transfers

Discussion List

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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 102 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 121 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 11 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 387 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 114 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
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  Manually link transfers to each other

  Closed paradisfm 69 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 31 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 32 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 91 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 182 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 31 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 104 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 61 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 2K 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 51 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 22 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 192 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 31 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Transfers Showing as Unsynced Account

  Closed fastrhythm 11 views 1 comment 0 points Most recent by DannyB September 2025Troubleshooting
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  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 643 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 21 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 62 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 31 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 31 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 63 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 34 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 11 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 11 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