Transfers

Some Questions for a recent switch from Mint + guidelines requested

Answered ✓ Closed akadenco 167 views 1 comment 0 points Most recent by Coach Natalie December 2023Getting Started
Track and Research my transactions

Closed UrsulaA 128 views 3 comments 2 points Most recent by UrsulaA December 2023FAQ Section
Can a manual transaction match up to an imported transaction?

Answered ✓ Closed theromm 58 views 6 comments 0 points Most recent by theromm December 2023Managing Your Transactions
Moving from Mint to Simplifi and Transfers

Closed N4KHQ 344 views 4 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
Having transfer issue

Answered ✓ Closed BradC 61 views 2 comments 0 points Most recent by BradC December 2023Managing Your Transactions
Multiple Recurring Transfers not working

Closed RockLee 35 views 3 comments 0 points Most recent by RockLee December 2023Bills and Income
CC Payments not displaying in reports

Closed Pchamb1998 97 views 7 comments 0 points Most recent by RobWilk November 2023Using Reports
Transfers between accounts added

Answered ✓ Closed krubinow 125 views 3 comments 0 points Most recent by krubinow November 2023Managing Your Transactions
I can't find how to enter a TRANSFER with existing accounts - where do I start ?

Answered ✓ Closed System 24 views 3 comments 0 points Most recent by ps56k November 2023Managing Your Transactions
How do I get a transfer to go in the right direction?

Closed DannyB 202 views 7 comments 0 points Most recent by DannyB November 2023Troubleshooting
Transfers - hard to tell by reviewing Transactions list

Closed ps56k 42 views 2 comments 0 points Most recent by ps56k October 2023Managing Your Transactions
Excluded Transfers and Spending Plan (edited)

Answered ✓ Closed r0ck3t 264 views 3 comments 0 points Most recent by RobWilk October 2023Managing Your Transactions
Categorization of Credit Card Spend and CC Payment

Answered ✓ Closed morgers 683 views 4 comments 0 points Most recent by Flopbot October 2023Managing Your Transactions
Automatically link credit card payments

Closed thaJack 124 views 3 comments 0 points Most recent by SRC54 September 2023Managing Your Transactions
Transfers - "Exclude" settings not being honored

Closed RobWilk 46 views 2 comments 0 points Most recent by RobWilk September 2023Report a Bug
Unlink mis-linked transfers

Answered ✓ Closed nicko 231 views 9 comments 0 points Most recent by Coach Natalie September 2023Troubleshooting
Spending Plan Transfers not calculating correctly

pawebb 92 views 7 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
Should I exclude or include transfers to G-kids custodial accounts?

Answered ✓ Closed DannyB 55 views 3 comments 0 points Most recent by DannyB August 2023Using the Spending Plan
To ignore transfers or not to ignore transfers. That is the question.

Answered ✓ Closed Flopbot 259 views 2 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan