From Mint, can’t seem to import investment transactions

smugdoug Unconfirmed, Member
edited December 2023 in Managing Your Transactions

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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