Import from Mint (successful) but where are my transactions?

L.Ng86
L.Ng86 Member ✭
edited January 25 in Troubleshooting

I attempted to import transactions from Mint (followed the instructions as shown) to 2 different accounts, updated the categories in Settings, but none of my transactions showed up. Where are they? Is there a button to display the transactions?

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Best Answers

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

    Do you have transactions before 2020? If so, follow the instructions below to display them.

    In the transaction list, hover to the right of "Showing Transactions…" text.

    image.png

    Then, select all time. Your older transactions will appear.

    image.png

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • L.Ng86
    L.Ng86 Member ✭
    Answer ✓

    @UrsulaA thanks for responding. I had to reset and do it again and it worked the second time.

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