nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Import Records Beginning at a Specific Date

Stevefxp

Hello all,

I have now had time to play with Simplifi and want to get to work using it for real. With that said I only want to bring in records from July 1 onward. Is there a way to do that or do I just import the records and then delete what I do not want?

Thanks,

Steve

Find more posts tagged with

Import

Accepted answers

Coach Jon

Hello @Stevefxp,

Thanks for reaching out! You can definitely import from July 1st onward within Quicken Simplifi using a CSV file. We do have a support article explaining how to do this here: https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions#h_a40057a0e7

Be sure to prepare and format your transactions as it says to do in the support article before importing the CSV file into Quicken Simplifi.

If you are setting up your account to automatically connect and download transactions, however, this usually takes the last 90 days of transactions from the financial institution.

I hope this information helps!

-Coach Jon

All comments

Coach Jon

Hello @Stevefxp,

Be sure to prepare and format your transactions as it says to do in the support article before importing the CSV file into Quicken Simplifi.

If you are setting up your account to automatically connect and download transactions, however, this usually takes the last 90 days of transactions from the financial institution.

I hope this information helps!

-Coach Jon

Stevefxp

Thanks!

One quick addtl question. If my bank supports export in .QFX or .OFX file format does that matter?

Coach Jon

Hello @Stevefxp,

Thanks for the reply! At this time, we can only import CSV files into Quicken Simplifi, but we do have an idea post you can follow and vote for here that requests the ability to import QFX files.

https://community.simplifimoney.com/discussion/1091/ability-to-import-qfx-files-edited

-Coach Jon