Historical Balance .csv Import
brianperry263
Member ✭✭
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.
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Brian
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@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:
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
-Coach Natalie
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