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Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

DryHeat

Simplifi doesn't import Categories, so I want to Tag transactions in my CSV file to make it easier to categorize them after they are imported.

QUESTION: Do the Tags I use in the CSV file have to already exist in Simplifi? Or will it create new Tags on the fly as it imports the tagged transactions.

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Accepted answers

Coach Jon

Hello @DryHeat,

Thanks for reaching out! To answer your question, yes, any tags you input in your CSV file will be imported into Quicken Simplifi as well. If you are creating your own CSV file, just remember that your CSV file must have the exact same column headers in the exact same order that we've provided in our CSV template. https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

-Coach Jon

All comments

Coach Jon

Hello @DryHeat,

-Coach Jon

DryHeat

Thanks… But I have a question about needed the "exact same column headers in the exact same order" part.

Does that mean I have to remove all the other columns from the CSV file, so that there are only Date, Payee, Amount, and Tags?

I ask because other CSV import processes I have used ignore excess columns (and column order, for that matter).

Coach Jon

Hello @DryHeat.

Yes, be sure to make sure that your CSV file has these properties:

Your headers should be labeled as Date, Payee, Amount, and Tags.
All of your transactions should have a date, payee, and amount. Leaving empty fields can lead to issues.
Dates need to be entered as M/D/YYYY (i.e., 1/1/2022).
Negative transactions need to have a negative sign (-) in front of the amount of the transaction, or the transactions will be imported as positive transactions.

Downloading the CSV template in the article I provided should provide a good example. I hope this helps!

-Coach Jon

DannyB

@DryHeat I use the template provided and copy and paste the data from my original Excel data file instead of editing (including deleting extraneous data) the original csv file. I haven't imported tags since the only data I've imported into QS via csv didn't have any tag data. I left the tag column empty with the header intact.

@UrsulaA has a lot of experience with importing data so she may chime in with her own experiences.

UrsulaA

Importing tags using a csv file will create new tags if such tags do not exist in Simplifi.

Flopbot

That’s interesting. I didn’t know about the import tags trick. Thanks @DryHeat for a good question.