Historical Balance .csv Import

brianperry263

When attempting to import historical balances for investment accounts I get the following error message. I used the template from Simplifi and inputted my balance data. Have tried changing the date and amount formatting but nothing seems to work. I included an .xls version to show formatting but I have it in .csv when attempting to upload to Simplifi.

balance template.xls

Coach Natalie

@brianperry263, thanks for reaching out to the Community!

I'd suggest re-downloading our template and trying again. Our article here has all of the info on Account Balance History Imports: https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history

If the issue persists, I'd next suggest trying from a different browser or in incognito/private mode.

Let us know how it goes!

-Coach Natalie

brianperry263

@Coach Natalie I got it to work. No idea what I was doing wrong though. 🤷‍♂️