How do I "undo" or delete an import? Import Limits?

aolafsson

I just imported data from my first Mint account and it did not come in right. I think I need to clean-up the CSV before I do the import. How do I undo or delete the import that I just performed?

Are there limits to importing, because in addition to the issues with the transactions that came in, it only went back to 2020. The CSV has transactions going back to 2009. ~5000 transactions total. Am I hitting a date limit or total rows limit?

ajbopp

@aolafsson I'm not real experienced at importing, but I believe you will need to go into Settings > Accounts, and from there you can close and delete all the accounts that were imported.

For general guidance about importing from Mint, take a look at this article.

UrsulaA

I had a similar situation as I imported from Mint before the import category feature was turned on. I wanted to delete the mess and start over once the category import feature was active.

I ended up deleting the account receiving the transactions and creating a new manual account.

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

Regarding date limits, I am not aware of any. Check the date formatting on the CSV and be sure to have the format as 6/30/2022 and not the date numbers Excel uses, 44742.

If the above does not help, contact support. They are responsive.

This article covers all imports. One can only import the same transactions into Simplifi once.

Text from article below

Also, you can only import the same transactions or the same CSV file into Quicken Simplifi once. So if an imported transaction gets deleted, the transaction would then need to be manually entered. Reimporting the same file into the same account will not re-import the deleted transaction.

https://help.simplifimoney.com/en/articles/4413430-how-to-manually-import-transactions

aolafsson

I did have to delete the entire account and start over. That seemed to be the only way.