CSV File Format

lwyman

Can anyone share the csv file format for importing transactions into Simplifi? The one that is reference throughout the community pages leads to a "file not found" page. Thanks

lwyman

I tried that, but for some reason when I click on the link it gives me an error page. I was able to find an alternate way, but going through the steps of uploading a file. The instructions show the format. Thanks for your link anyway

DryHeat

There is a link on this help article that downloads a copy of a sample CSV file:

https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

I just downloaded it again to make sure it works.