Will importing transactions from Mint cause duplicates? (edited)
I was using Mint and created tags for my transactions. I connected the same accounts to Simplifi, so the transactions have also been uploaded. If I upload the transactions from Mint, will they create duplicates? Or will they match and then just bring over the tags to the matching transactions?
Best Answer
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Hello @adpinc61,
Thanks for posting your inquiry to the Community!
If a transaction has already been imported or downloaded into Simplifi, it won't re-import or re-download. The only time a downloaded or imported transaction will match to an existing transaction is if the existing transaction was manually entered; otherwise, you won't see any changes made to the existing transaction, nor will you see a duplicate.
Our article here has more details on importing transactions in Simplifi:
I hope this helps!
-Coach Natalie
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