Transfers

Discussion List

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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 57 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 994 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 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 47 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 84 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 48 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 26 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 61 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 52 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 209 views 15 comments 0 points Most recent by billy.govols March 2025Report a Bug
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  Hello from Ray

  Closed kindeshaun 31 views 4 comments 1 point Most recent by Flopbot March 2025Introduce yourself!
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  Monthly recurring transfers "exclude from spending plan and reports" selection changes monthly.

  Closed Aldority 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Report a Bug
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  Spending Plan Transfers not calculating correctly

  Closed pawebb 156 views 8 comments 0 points Most recent by Coach Natalie February 2025Report a Bug
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  Improve handling of transfers from US Dollar account to Canadian Dollar account

  Active DryHeat 1 view 0 comments 1 point Most recent by DryHeat February 2025Feature Requests
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  Unhiding one side of Recurring [Transfer] not reflected in spending plan

  Closed RobWilk 12 views 2 comments 0 points Most recent by RobWilk February 2025Report a Bug
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  [ONGOING] 01/24/25: Issue with Selecting Split Transfer Transactions in Simplifi Web Application

  Coach Jon 1.3K views 1 comment 0 points Most recent by Coach Jon February 2025Known Product Issues
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  Categorizing distributions from retirement investment accounts

  Closed Sandra W. 138 views 3 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  Multiple Xfers to Same Brokerage But Different Accounts - How to Setup Recurring?

  Closed DannyB 12 views 0 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 27 views 2 comments 0 points Most recent by Coach Natalie February 2025Feedback
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  Transfer Transactions Disconnected

  Closed TiggerTrainer 32 views 5 comments 0 points Most recent by Coach Kristina February 2025Feedback
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  Use of recurring transfers (edited for clarity)

  Closed ByJam 34 views 2 comments 0 points Most recent by ByJam January 2025Managing Your Transactions
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  Transfers detected as withdrawals and income

  Closed MattS 81 views 3 comments 0 points Most recent by RobWilk January 2025Using Transfers
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  AmEx Savings Recurring Transfers Appearing Strange

  Closed mahka42 136 views 18 comments 0 points Most recent by Coach Jon January 2025Troubleshooting
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  Unlinking issues with mis-matched linked transfers

  Closed RobWilk 11 views 2 comments 0 points Most recent by Coach Natalie January 2025Feedback
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  Why would I want to "see" or Include my transfers in the Spending Plan?

  Closed Max1223 85 views 5 comments 1 point Most recent by DannyB December 2024Using the Spending Plan
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  Merged: Error when setting up account transfers

  Closed Flopbot 11 views 0 comments 0 points Most recent by RobWilk December 2024Using Transfers
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  Merged: Option to not automatically exclude Transfers (edited)

  Closed Randy17485 31 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests
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  Future credit card payments from transfer series keep disappearing

  Closed t8iujh 65 views 7 comments 0 points Most recent by Coach Natalie November 2024Report a Bug
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  How do I setup recurring transfer for cash flow of involved accounts

  Answered ✓ Closed MattB 264 views 3 comments 0 points Most recent by SRC54 October 2024Projected Cash Flow