Unable to import using Mint CSV

pdg
pdg Member
edited January 25 in Troubleshooting

I was able to import Mint CSV file for just one account successfully. Since then I tried for 2 more accounts (number of records less than 10k) and in Mint CSV format…getting error since last 5 days…can you please help… thanks

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited December 2023

    @pdg, thanks for posting, although I'm sorry to hear of your trouble importing transactions from Mint.

    I'd suggest giving it another try while carefully following the instructions outlined in this support article to import transactions from Mint: https://help.simplifimoney.com/en/articles/8545901-how-to-import-transactions-from-mint

    If the issue persists, please provide more details, such as the specific error you receive.

    We look forward to your reply!

    -Coach Natalie

  • pdg
    pdg Member

    Thanks Coach Natalie for your quick response. I tried again and am still getting the same error…

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  • KWOriordan
    KWOriordan Member

    Hi @Coach Natalie, I am having the same problem that @pdg is having. I have followed the recommended post (below) and did not exceed the 10,000 record length. I did not alter anything within the Mint.com download, literally pulled the CSV file from my 'downloads' file, into the 'drag and drop'. I sent the feedback as well and now am on the Community pages in search of help.

    It would be very helpful if there was a centralized thread, dedicated to users having trouble uploading their Mint.com data. I would imagine many of us are running into the same issues. I've come across numerous threads that have been running into similar issues to mine. I was with Mint.com for over 10 years, and one of the reasons I chose Simplfi was because I believed I could import that data.

    Any help is appreciated. - K

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

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @pdg & @KWOriordan, I'd suggest testing out some different scenarios to see if you get better results, such as importing smaller batches of transactions (maybe try one month at a time), creating a new test dummy account to import into, trying from a different browser or in incognito/private mode, etc.

    If the issues persist, you may consider contacting our Chat Support team directly for more advanced assistance, as they have the ability to engage in a screen-sharing session with you to help walk through the import process and determine where things are going wrong.

    https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

    Please let us know how it goes!

    -Coach Natalie

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