Mint Import

hewendataway

I added accounts to Simplifi before creating the framework to import Mint transactions. How do I import them now without creating a bunch of duplicates?

I'm willing to delete everything and start over if that's what it takes to avoid duplicates.

Thanks in advance!

UrsulaA

I imported the accounts by linking first and then adding the historical transactions. In the Mint CSV, delete the transactions with overlapping data ranges from your linked accounts and bring those transactions in.

Below is a reply from Coach Natalie that is helpful.

https://community.simplifimoney.com/discussion/comment/25019#Comment_25019