Transfers

Discussion List

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  Question on the intended way to use recurring transfers.

  Answered ✓ Closed RockLee 158 views 6 comments 0 points Most recent by EL1234 January 12Using Transfers
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 252 views 5 comments 4 points Most recent by MTcoug January 10Feature Requests
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  A Question About Account Types

  Answered ✓ Closed ajbopp 83 views 6 comments 0 points Most recent by UrsulaA January 5Managing Your Transactions
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  Some Questions for a recent switch from Mint + guidelines requested

  Answered ✓ Closed akadenco 168 views 1 comment 0 points Most recent by Coach Natalie December 2023Getting Started
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  Track and Research my transactions

  Closed UrsulaA 130 views 3 comments 2 points Most recent by UrsulaA December 2023FAQ Section
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  Can a manual transaction match up to an imported transaction?

  Answered ✓ Closed theromm 59 views 6 comments 0 points Most recent by theromm December 2023Managing Your Transactions
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  Moving from Mint to Simplifi and Transfers

  Closed N4KHQ 353 views 4 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
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  Having transfer issue

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

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

  Closed Pchamb1998 105 views 7 comments 0 points Most recent by RobWilk November 2023Using Reports
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  Transfers between accounts added

  Answered ✓ Closed krubinow 130 views 3 comments 0 points Most recent by krubinow November 2023Managing Your Transactions
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  I can't find how to enter a TRANSFER with existing accounts - where do I start ?

  Answered ✓ Closed System 25 views 3 comments 0 points Most recent by ps56k November 2023Managing Your Transactions
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  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
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  Transfers - hard to tell by reviewing Transactions list

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

  Answered ✓ Closed r0ck3t 273 views 3 comments 0 points Most recent by RobWilk October 2023Managing Your Transactions
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  Categorization of Credit Card Spend and CC Payment

  Answered ✓ Closed morgers 736 views 4 comments 0 points Most recent by Flopbot October 2023Managing Your Transactions
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  Automatically link credit card payments

  Closed thaJack 125 views 3 comments 0 points Most recent by SRC54 September 2023Managing Your Transactions
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  Transfers - "Exclude" settings not being honored

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

  Answered ✓ Closed nicko 239 views 9 comments 0 points Most recent by Coach Natalie September 2023Troubleshooting
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  Spending Plan Transfers not calculating correctly

  pawebb 92 views 7 comments 0 points Most recent by Coach Natalie August 2023Report a Bug
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  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
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  To ignore transfers or not to ignore transfers. That is the question.

  Answered ✓ Closed Flopbot 269 views 2 comments 0 points Most recent by Coach Natalie July 2023Using the Spending Plan