Import from Mint Support Article Gone (edited)

UrsulaA
UrsulaA Superuser ✭✭✭✭
edited September 27 in Using the Community

When I search in support for Import from Mint or click on the prior support article link

Quicken Simplifi Help Center (simplifimoney.com)

I get an error

Was the article taken down

Simplifi User Since Nov 2023

Minter 2014-2023

Questionable Excel before 2014 to present

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 29

    @UrsulaA, the article was no longer relevant with Mint shutting down, so it's been removed from the Help Center. Our generic import article covers things now: https://help.simplifimoney.com/en/articles/4413430-how-to-manually-import-transactions

    Hope this helps!

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited August 29

    Thanks so much, the web app still allows import from Mint for transactions. Will that be deprecated?

    If so, the feature request asking for category import becomes more important for those who import bank transactions for manual accounts not yet supported on Simplifi.

    More detailed CSV imports (categories, description, notes) [edited] — Simplifi (simplifimoney.com)

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @UrsulaA, I don't think the Import from Mint option will be removed from the standard import process, but I don't know for sure. We will be sure to keep everyone updated if this happens!

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited August 29

    Thanks, a workaround to importing categories to Simplifi without using tags is to use the Mint import format. I still have such as a former Mint user.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

This discussion has been closed.