Transfers

Discussion List

• 
  How to Best use "Transfer:account" in Simplifi (edited)

  Closed Dick_Davis 55 views 8 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
• 
  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
• 
  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 174 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 30 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Transfers Showing as Unsynced Account

  Closed fastrhythm 14 views 1 comment 0 points Most recent by DannyB September 2025Troubleshooting
• 
  Credit Cards and the Spending Plan (edited)

  Closed countrycloudboy 501 views 5 comments 0 points Most recent by Coach Jon August 2025Feedback
• 
  In Simplifi, Pending Transfer Transactions Across a Split

  Answered ✓ Closed RTBIII 24 views 4 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
• 
  Transfer bills and income transactions show up twice in the reminder

  Answered ✓ Closed Amar_K 61 views 1 comment 0 points Most recent by Coach Natalie August 2025Bills and Income
• 
  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
• 
  Merged: New spending plan with transfers

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 2025Report a Bug
• 
  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
• 
  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
• 
  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 36 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions
• 
  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 12 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  Transfer transactions not included in account total (edited)

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

  Closed dtnowell01 50 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
• 
  Category for "Credit Card Payment"

  Closed fnums 169 views 11 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  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
• 
  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 31 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
• 
  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 38 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
• 
  4

  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
• 
  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 84 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
• 
  How can I automatically recognize account transfers (in) as income?

  Closed FreshMints 32 views 1 comment 0 points Most recent by DryHeat June 2025Bills and Income
• 
  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 66 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
• 
  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 341 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
• 
  Mortgage Payment Splits

  Closed tvanto 106 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
• 
  How to handle transaction from Savings to Checking for Home Repair

  Answered Closed housetr 34 views 4 comments 0 points Most recent by DryHeat May 2025Managing Your Transactions
• 
  Random Question about Transfers [Edited]

  Closed Booya64 92 views 7 comments 0 points Most recent by Booya64 May 2025Using Transfers
• 
  Not possible to set the flag color for a linked transaction automatically created from split

  Closed dlezama 68 views 11 comments 1 point Most recent by EL1234 May 2025Report a Bug
• 
  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 53 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers