Transfers

Discussion List

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  Hello from Ray

  Closed kindeshaun 33 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 14 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 95 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 4 views 0 comments 1 point Started by DryHeat February 2025 Feature Requests
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  Unhiding one side of Recurring [Transfer] not reflected in spending plan

  Closed RobWilk 13 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 1K 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. 106 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 11 views 0 comments 0 points Started by DannyB February 2025 Managing Your Transactions
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 29 views 2 comments 0 points Most recent by Coach Natalie February 2025Feedback
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  Transfer Transactions Disconnected

  Closed TiggerTrainer 35 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 31 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 66 views 3 comments 0 points Most recent by RobWilk January 2025Using Transfers
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  AmEx Savings Recurring Transfers Appearing Strange

  Closed mahka42 117 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 16 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 80 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 58 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 221 views 3 comments 0 points Most recent by SRC54 October 2024Projected Cash Flow
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  Matches wrong existing transaction (Transfer/Payment)

  Closed RobWilk 26 views 3 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  Combine Transfer Entries in Bills & Income, Or Organize Like the Spending Plan (edited)

  Active dagnabit2000 69 views 5 comments 2 points Most recent by UrsulaA September 2024Feature Requests
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  Transfers not showing up in the Spending Plan

  Closed Kseniya 113 views 12 comments 0 points Most recent by Coach Natalie September 2024Report a Bug
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  Mortgage payments are completely broken

  Closed H@ 158 views 4 comments 0 points Most recent by Technomutt August 2024Feedback
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  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 71 views 3 comments 12 points Most recent by quick username August 2024Feature Requests
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  Question about recurring Transfer

  Answered ✓ Closed CROforce 34 views 2 comments 0 points Most recent by CROforce August 2024Troubleshooting
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  Can I "start over" with recurring transfers?

  Closed DannyB 89 views 3 comments 0 points Most recent by Flopbot July 2024Using Transfers
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  Linked transfers that should not be linked!?

  Closed cowboydude99 61 views 6 comments 0 points Most recent by DannyB July 2024Troubleshooting
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  Just started, but I don't "get" how some things are handled - Questions

  Closed DDXdesign 552 views 22 comments 0 points Most recent by DannyB July 2024Bills and Income