Transfers

Discussion List

• 
  Transfer bills and income transactions show up twice in the reminder

  Answered ✓ Closed Amar_K 85 views 1 comment 0 points Most recent by Coach Natalie August 2025Bills and Income
• 
  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 33 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 49 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 93 views 5 comments 0 points Most recent by SRC54 July 2025Using Transfers
• 
  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 56 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 14 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 23 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Why are transaction downloads are becoming more problematic?

  Closed dtnowell01 51 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
• 
  Category for "Credit Card Payment"

  Closed fnums 228 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 12 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
• 
  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 33 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
• 
  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 42 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 Most recent by Flopbot June 2025Feature Requests
• 
  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 117 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 87 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 1.2K views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
• 
  Mortgage Payment Splits

  Closed tvanto 223 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
• 
  Random Question about Transfers [Edited]

  Closed Booya64 160 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 84 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 110 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
• 
  Reclassifying a deposited check from another account

  Answered ✓ Closed Tad1966 23 views 1 comment 0 points Most recent by SRC54 May 2025Managing Your Transactions
• 
  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
• 
  Transaction disappears after it's entered

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

  Closed vhrcats 78 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
• 
  Transfers and manual accounts

  Closed B_H 103 views 4 comments 0 points Most recent by B_H April 2025Using Transfers
• 
  Missing the other side of recurring reminder transfers

  Closed System 42 views 8 comments 0 points Most recent by Coach Jon April 2025Troubleshooting
• 
  How do I categorize a positive transfer as income?

  Answered ✓ Closed willip 21 views 2 comments 0 points Most recent by Coach Natalie April 2025Managing Your Transactions
• 
  Not sure if bug: Making ONE SIDE of a RECURRING transfer transaction manual edited issues, maybe ok?

  Closed RobWilk 101 views 11 comments 0 points Most recent by RobWilk April 2025Troubleshooting