Transfers

Discussion List

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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 42 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 89 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 48 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 13 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 20 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 59 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Category for "Credit Card Payment"

  Closed fnums 218 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 16 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 39 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 42 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  4

  Up Down
  Projected Cash Flow: Add a different color for 'Transfer' dots (edited)

  Active Flopbot 18 views 0 comments 4 points Most recent by Flopbot June 2025Feature Requests
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 104 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 36 views 1 comment 0 points Most recent by DryHeat June 2025Bills and Income
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  Mortgage Payments as Transfers

  Answered ✓ Closed BlueGrits 84 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 903 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  Mortgage Payment Splits

  Closed tvanto 194 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Random Question about Transfers [Edited]

  Closed Booya64 127 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 83 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 100 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 18 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 1.2K views 0 comments 2 points Most recent by Coach Natalie April 2025Updates From the Product Team
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  Transaction disappears after it's entered

  Closed RossB 16 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 66 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
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  Transfers and manual accounts

  Closed B_H 93 views 4 comments 0 points Most recent by B_H April 2025Using Transfers
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  Missing the other side of recurring reminder transfers

  Closed System 49 views 8 comments 0 points Most recent by Coach Jon April 2025Troubleshooting
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  How do I categorize a positive transfer as income?

  Answered ✓ Closed willip 28 views 2 comments 0 points Most recent by Coach Natalie April 2025Managing Your Transactions
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  Not sure if bug: Making ONE SIDE of a RECURRING transfer transaction manual edited issues, maybe ok?

  Closed RobWilk 85 views 11 comments 0 points Most recent by RobWilk April 2025Troubleshooting
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  Is it possible to transfer money between accounts at 2 different banks? (edited)

  Answered ✓ Closed EllenT 64 views 1 comment 0 points Most recent by Coach Jon April 2025Troubleshooting
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  Text in "link transfers" unreadable in dark mode

  Closed billy.govols 219 views 15 comments 0 points Most recent by billy.govols March 2025Report a Bug