Historical Balance .csv Import

brianperry263
brianperry263 Member ✭✭
edited November 29 in Troubleshooting

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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