Ability to import multiple accounts from CSV at once (edited)

Marcin

It's stupid that CSV import can only go to one account at a time.

This makes migration from Mint rather painful.

You should allow importing many accounts at once offering to auto-create missing accounts and connected them for syncing if possible.

Coach Natalie

@Marcin, thanks for the suggestion!

I have gone ahead and turned this into an Idea post so other users can vote on it and our product team can review it. 🙂

-Coach Natalie

truckmann

To add to this, it also needs to recognize categories. I really don't want to have to fix the categories of thousands of transactions.

Coach Natalie

@truckmann, I'd suggest adding your vote here:

https://community.simplifimoney.com/discussion/3819/more-detailed-csv-imports-categories-description-notes-edited

-Coach Natalie