Mint transfer

Halna

Hi,

After discovering that Simplifi offers a free one year trial for mint users, I decided to wig up. How can I transfer my data from mint to Simplifi?

UrsulaA

Hi. Welcome!

I enclosed mint import instructions. Categories will come over too under a Mint sub group if such do not exist in Simplifi.

https://help.simplifimoney.com/en/articles/8545901-how-to-import-transactions-from-mint

gpb59

I tried to import csv file and it gives me an error message

Coach Kristina

Hello @gpb59,

To assist with this issue, please provide more information. What is the exact error message you're receiving? Are you importing from Mint? If so, did you try following the directions that @UrsulaA linked in an earlier post? If you're not importing from Mint, then I recommend you follow the directions in this article (if you haven't already).

I look forward to your reply!