Will importing transactions from Mint cause duplicates? (edited)

adpinc61

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?

Coach Natalie

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: https://help.simplifimoney.com/en/articles/4413430-how-to-manually-import-transactions

I hope this helps!

-Coach Natalie