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I regularly import downloaded transaction detail from Simplifi into Excel. However, as of 11/22/25, split transaction data is no longer included. For example, if the transaction was for $100, and I split it $50 Groceries and $50 Entertainment, none of that data is included in the export. This worked just fine until a couple of days ago. Hopefully this can be fixed!

Couple things I notice initially.

1. It would be nice for Simplifi to retain the visible columns from before the update instead of resetting them. Small, but would definitely be a a big deal with this is released to everyone.
2. The improved export feature is nice. However, split transactions now only show as one line, meaning categories will not show. I know it was a big complaint that splits before did not have certain information, so maybe that's why it was done this way? But I think it would be better to still have multiple lines and to mark the split sections accordingly, as well as ensuring they have all other necessary information like date and payee. This new way that split transactions are exported will still have many complaints.

Other than that, love the ability to change to fixed or flexible width, individually filter the columns with more detail, and the appearance improvements are really good. Overall, I love it!

Hello @Duke0486,

Thanks for letting us know! I would have you try unlinking the account from Kelley Blue Book by following the instructions here: https://support.simplifi.quicken.com/en/articles/13172060-using-kelley-blue-book-to-track-automobile-values#h_93050ef6c5

Then, you can try adding them as new accounts instead of linking to the existing manual accounts to see if this works. https://support.simplifi.quicken.com/en/articles/13172060-using-kelley-blue-book-to-track-automobile-values#h_fb8e8b42db

We would be able to see if the balance not updating is due to linking them to the manual accounts, specifically in this case. Let us know how this goes!

-Coach Jon

Hello @SRC54,

As far as who determines the account type, that would be on the financial instituions side, correct. However, from our research, we determined that there is a bug that we have filed that allows users to change the account type when resetting the account connection for their investment accounts, which should not be allowed, as this can cause further issues, like those reported here.

The CMA issue has been brought up to our engineering and product teams, and they are looking into it. That's all the information we have at this time, but hopefully we'll see something to address this! I know you already created an idea post for this feature, but I will post it again here for anyone who would like to vote for and add their feedback for the idea.

-Coach Jon

I added my vehicles using the new KBB connection. One had an existing manual account and the other did not. The existing vehicle account adjusted successfully to the KBB valuation, and the second vehicle successfully added a new asset account to QS.