From Mint, can’t seem to import investment transactions
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smugdoug
Unconfirmed, Member
Longtime Mint user here. Tried following the switch to Simplifi directions. Downloaded transactions from each account. Cash and checking accounts imported to Simplifi fine. When I got to investment accounts, in Simplifi i selected the account, then selected the transactions tab. Saw the cloud button, but it wouldn’t let me click it to try to import the csv. Tried on a few other investment accounts, same thing. Any advice?
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According to
Importing investment transactions is not currently supported, but they are working on adding that ability. (See Coach Natalie's post there).
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Rob Wilkens1
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