CSV Functionality
Simplify already uses Categories and Notes fields, so why would you not have the functionality to import those fields from a CSV file if someone has that need? Seems really silly to me. I have decades of Categories and Notes I have curated in Mint and don't really file like losing all of that. Really a deal breaker for me and I assume many others. Can't imagine this feature would be time consuming or difficult for you to add.
Comments
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@Money Manager, thanks for the feedback!
Our product team is hard at work on improving the import process. I'm not sure if Categories or Notes will import after they're done, but it sounds like they're really working on the Category part. 🤞
In the meantime, I'd suggest adding your vote and feedback here, as well as following the post for any updates:
-Coach Natalie
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Same here, deal breaker if categories do not import.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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looks like categories are coming in but notes still aren't. Do you have an ETA? I don't want to recon everything only to have to reimport everything and do it again.
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