Transfers

Discussion List

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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 430 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 22 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 47 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 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 62 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 33 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 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 46 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Category for "Credit Card Payment"

  Closed fnums 134 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 11 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 31 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 35 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Up Down
  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 12 views 0 comments 4 points Started by Flopbot June 2025 Feature Requests
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 82 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 31 views 1 comment 0 points Most recent by DryHeat June 2025Bills and Income
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 63 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 322 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 103 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 31 views 4 comments 0 points Most recent by DryHeat May 2025Managing Your Transactions
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  Random Question about Transfers [Edited]

  Closed Booya64 91 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 61 views 11 comments 1 point Most recent by EL1234 May 2025Report a Bug
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 52 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Reclassifying a deposited check from another account

  Answered ✓ Closed Tad1966 11 views 1 comment 0 points Most recent by SRC54 May 2025Managing Your Transactions
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  New Feature Alert: Bill Connect for Credit Cards!

  Closed Coach Natalie 912 views 0 comments 2 points Started by Coach Natalie April 2025 Updates From the Product Team
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  Transaction disappears after it's entered

  Closed RossB 12 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 34 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts