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Importing History

lynchbro

I want to manually import my history using the CSV uploader. If I create all my accounts as manual to get all the history and categories updated as I want, and then link the accounts to auto pull transactions, will it pull the history all over again, or will it only pull from that point forward?

Or is there a way when creating an account to state a start date to pull transactions as of?

Thank you!

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Import

Accepted answers

Coach Kristina

Hello @lynchbro,

Thank you for reaching out with this question. If you import using a CSV file first, then connect the account, there is a risk of duplicate transactions because the information from the financial institution may be formatted differently enough that Quicken Simplifi won't recognize it's the same transaction.

The Add Account process does not give you the option to specify a date range. It pulls in the transaction history that the financial institution makes available. For more information on adding an account, please review this article: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_518c0a0896 .

I hope this helps!

All comments

Coach Kristina

Hello @lynchbro,

I hope this helps!

lynchbro

Is there a way to add an option of a start date as a feature request? This would be very helpful.

Coach Kristina

Thank you for your reply,

Yes, you can create an Idea post to request that feature be added. Ideas that get enough votes may be implemented in the future. For information on creating an Idea post, please review the post linked below:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thank you!