If you're wondering how to categorize transactions that are transfers to or from your investment or retirement accounts, look no further!

Currently, we're working on adding the ability to track investment transactions. Until that work is complete, you won't be able to select an investment account as the 'Transfer' Category to perform a Linked Transfer. In the meantime, we suggest using the built-in Category of "Transfer" for these instances. Using this Category ensures that Simplifi treats the transaction as a transfer instead of an expense or income.

Alternatively, you can create a separate Category to use for these transactions. However, doing so would result in the transaction being treated as an expense or income accordingly.

Please see here for more details on using Transfers in Simplifi, and please see here for more information about creating and using Categories in Simplifi.

Note: With Early Access, you can now perform Transfers to and from Investment Accounts! Please see our Support Article here for more details.

Did this answer your question?