Option to export transaction CSV without ANY filters

washday_escapade
washday_escapade Member
edited December 2023 in Managing Your Transactions

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.

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