#TipTuesday: Tips to ensure a successful CSV import.

Coach Blake
Coach Blake Moderator admin
edited October 12 in Managing your Transactions
Depending on when you add your accounts in Simplifi, you may want or need more than 90 days of transactions downloaded. We have the ability to import CSV files to pull in as much data as you can get from your financial institution.

Instructions

  1. Hover over the menu on the left-hand side and select Transactions.

  2. Select the Account that you'd like to import into.

  3. Click the upward-facing arrow inside of a cloud icon, located to the upper right of the register (to the right of the search box).

  4. Select where you're importing from.

  5. Make sure that the correct Account is selected, then select the CSV file that you'd like to import or Drag & Drop the file into the window.

  6. Click Import, and once complete, you'll receive a message stating "CSV Uploaded Successfully".

A couple of things to keep in mind:
  1. Transactions can only be imported into Simplifi once. If you accidentally delete an imported transaction, you can add it manually.
  2. If you are importing categories, make sure the categories already exist in Simplifi beforehand.
  3. If you are using the Other option to import your own CSV file, you'll want to make sure that your spreadsheet uses the exact same column headers that we've provided, and that your dates and amounts are formatted like the examples. We recommend downloading and using our CSV template to avoid any issues with importing. 

If you run into any trouble importing transactions, please don't hesitate to contact one of our Coaches through the Simplifi Help Center!

Please let us know what methods have worked best for you when importing transactions!

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