Option to export transaction CSV without ANY filters


I'm coming over from Mint. Simplifi looks like a great option.

Currently I see that if I export transactions it will either filter out excluded transactions, or filter out non-excluded transactions. There is a toggle radio button so you can have one or the other. What I really want is to just get an export of all of my transactions.

I guess for now I can do two exports. Once for excluded and once for non-excluded, and then merge the two csv files in excel.


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited November 2023

    @washday_escapade, are you looking for help with exporting transactions from Mint or from Quicken Simplifi?

    Please let us know so we can best assist!

    -Coach Natalie

  • Trying to export from Simplifi so that I can feed the data into the spreadsheet I use. I'd like to export all transactions, but it appears that even when you have the filters turned off, certain transactions (e.g. transfers) do not get exported.

  • Ah, I misunderstood. It appears that the export function actually works as I would want it to work.

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