From Mint, can’t seem to import investment transactions
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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