Mint CSV file upload not working

Jseagull

Last week I worked for a number of hours with the Simplifi chat support and we figured out that the Mint CSV upload isn't working. They provided a generic template but that is not an efficient way to load Mint data.

What is the status of getting the Mint CSV upload fixed?

Coach Natalie

@Jseagull, it looks like Coach Blake is attempting to contact you back via the chat interaction you had. You can access your existing chats from within Quicken Simplifi by opening the Help Center and selecting "Messages" (I don't have any messages, but you'll see all of your open chats here) —

-Coach Natalie

Jseagull

Natalie,

Blake was able to help me and resolved the issue. I had some extra columns in my CSV. Once deleted them it worked.

One other issue I found on an earlier upload was that the amount column needed dollars and cents. XX.xx

thank you for the good support.

Now I just need to figure out a few other issues. I will work through the Simplifi chat or ask for a call.

thank you,

Jonathan

Coach Blake

Hi there @Jseagull! I am sorry to hear that you were having issues with your Mint CSV file importing. I did review your chat interaction with our care team and just need a few other details. Would it be okay for me to reach back out to you through your existing chat in Simplifi?

Thank you,
Coach Blake

Jseagull

please assist