Transfers

Discussion List

• 
  Spending Plan Transfers not calculating correctly

  Closed pawebb 160 views 8 comments 0 points Most recent by Coach Natalie February 2025Report a Bug
• 
  1

  Up Down
  Improve handling of transfers from US Dollar account to Canadian Dollar account

  Active DryHeat 3 views 0 comments 1 point Most recent by DryHeat February 2025Feature Requests
• 
  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
• 
  [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
• 
  Categorizing distributions from retirement investment accounts

  Closed Sandra W. 168 views 3 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
• 
  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
• 
  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 23 views 2 comments 0 points Most recent by Coach Natalie February 2025Feedback
• 
  Transfer Transactions Disconnected

  Closed TiggerTrainer 34 views 5 comments 0 points Most recent by Coach Kristina February 2025Feedback
• 
  Use of recurring transfers (edited for clarity)

  Closed ByJam 31 views 2 comments 0 points Most recent by ByJam January 2025Managing Your Transactions
• 
  Transfers detected as withdrawals and income

  Closed MattS 83 views 3 comments 0 points Most recent by RobWilk January 2025Using Transfers
• 
  AmEx Savings Recurring Transfers Appearing Strange

  Closed mahka42 154 views 18 comments 0 points Most recent by Coach Jon January 2025Troubleshooting
• 
  Unlinking issues with mis-matched linked transfers

  Closed RobWilk 12 views 2 comments 0 points Most recent by Coach Natalie January 2025Feedback
• 
  Merged: Error when setting up account transfers

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

  Closed Randy17485 31 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests
• 
  Matches wrong existing transaction (Transfer/Payment)

  Closed RobWilk 22 views 3 comments 0 points Most recent by Coach Jon September 2024Report a Bug
• 
  2

  Up Down
  Combine Transfer Entries in Bills & Income, Or Organize Like the Spending Plan (edited)

  Active dagnabit2000 73 views 5 comments 2 points Most recent by UrsulaA September 2024Feature Requests
• 
  14

  Up Down
  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 82 views 3 comments 14 points Most recent by quick username August 2024Feature Requests
• 
  Can I "start over" with recurring transfers?

  Closed DannyB 94 views 3 comments 0 points Most recent by Flopbot July 2024Using Transfers