Getting complete export

JXXS Member

I'm unable to get a complete xls export for all my accounts for 2023. I have maybe a few hundred transactions but if I select all transactions I only get the last four months. I tried to do each month separately and each account separately with the intention of merging their xls but either I was unable to or else there was too many or too few transactions in the xls for example when I select all the trans from my checking account I also got trans from my credit cards. Any suggestions?



  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited December 2023

    I have been able to export transactions for all my accounts from the Simplifi web app

    I select Net Worth from the account list and then click on the export button.

    This export will exclude investment transactions if you have brokerage accounts.

    If you want only 2023, enter >1/1/2023 on the search box.

    More info

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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