Mint transfer
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?
Best Answer
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Hi. Welcome!
I enclosed mint import instructions. Categories will come over too under a Mint sub group if such do not exist in Simplifi.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Answers
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I tried to import csv file and it gives me an error message
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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!
-Coach Kristina
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