Transfers

Discussion List

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  4

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  Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

  Active RobWilk 36 views 0 comments 4 points Started by RobWilk May 2024 Feature Requests
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  Categorizing IRA Draws

  Closed ericksonjb 58 views 1 comment 0 points Most recent by Coach Jon May 2024Using Transfers
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  Spending Plan: Transfers and Credit Card Payments - How do you use it?

  Answered ✓ Closed JoshIAllen 225 views 1 comment 0 points Most recent by DannyB May 2024Using the Spending Plan
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  Incorrect account balances when transferring between bank accounts

  Closed Bernardo 41 views 3 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Allow for More Customization of Non-Goal or $ Amount Oriented Savings Transfers in the Spending Plan

  Closed cassrdgwy 24 views 1 comment 1 point Most recent by Coach Jon May 2024Using the Spending Plan
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  Transfers to investment account come out as 2 transactions, but come in as 1

  Closed birbyb 154 views 9 comments 0 points Most recent by birbyb April 2024Managing Your Transactions
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  Recurring transfer not showing up on following months.

  Closed SomberProfit 42 views 1 comment 0 points Most recent by Coach Jon April 2024Using Transfers
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  Discover Card payment creating pending transaction for incorrect account

  Closed Dillon 64 views 4 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions
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  recurring linked transfer not reflected in spending plan

  Closed lindseybg 124 views 1 comment 0 points Most recent by RobWilk March 2024Using the Spending Plan
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  Ability to add a Tag to just one side of a Transfer (edited)

  Active wphenry 55 views 4 comments 0 points Most recent by UrsulaA March 2024Feature Requests
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  How to Read Transfers in the Spending Plan (edited)

  Answered ✓ Closed suL33T 51 views 3 comments 0 points Most recent by UrsulaA March 2024Using the Spending Plan
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  Accounting for internal transfers/reimbursement

  Answered ✓ Closed EricG301 156 views 2 comments 0 points Most recent by DannyB March 2024Using Transfers
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  extra credit card payments

  Closed John Dressel 77 views 5 comments 0 points Most recent by RobWilk February 2024Using the Spending Plan
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  Tags on transfer transactions

  Answered ✓ Closed wphenry 45 views 2 comments 0 points Most recent by wphenry February 2024Managing Your Transactions
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  Do recurring transfers work only if the reminder has the correct amount?

  Answered ✓ Closed RockLee 157 views 12 comments 0 points Most recent by Coach Natalie February 2024Using Transfers
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  Are credit card payments hidden from reports by default?

  Answered Closed Mark23 35 views 1 comment 0 points Most recent by RobWilk February 2024Managing Your Transactions
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  Problems with Linked Transfers

  Closed System 87 views 6 comments 0 points Most recent by RockLee February 2024Using Transfers
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  Monthly draw on IRA causes issue in spending-plan

  Answered ✓ Closed VermillionSands 132 views 4 comments 0 points Most recent by VermillionSands February 2024Managing Your Transactions
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  Trying to include credit card payment from spending plan

  Closed HealsBadMan 908 views 4 comments 0 points Most recent by HealsBadMan February 2024Using the Spending Plan
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  Recurring Transfer Not In Spending Plan

  Answered ✓ Closed Diver4242 127 views 1 comment 0 points Most recent by Diver4242 February 2024Using Transfers
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  How do I unlink incorrect transfers?

  Answered ✓ Closed Emacken 153 views 5 comments 0 points Most recent by DannyB February 2024Using Transfers
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  Can my credit card payment/transfers be in my recurring bills and payment?

  Answered ✓ Closed aq8889 125 views 1 comment 0 points Most recent by DannyB January 2024Using Transfers