Issues importing transactions from Mint (edited)

neon45
neon45 Member ✭✭✭
edited February 14 in Adding and Updating Accounts
image.png

Tried reporting an error downloading CSV files into existing Investment account. Some downloaded, some didn't. Tried reporting it and got TRY AGAIN !! hahaha….

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @neon45, thanks for reaching out!

    I'm not sure if this post is to report an issue with using the 'Send Feedback' option, or if it's to report an issue with importing transactions from Mint, but the error code in your screenshot appears to be related to the Mint import. With that, the Mint import process is being revamped and those changes are expected to be released today, so I'd suggest giving the import a try after you see version 3.95.0 on the Quicken Simplifi Web App.

    Please let us know how it goes!

    -Coach Natalie

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Mint import is live, I recommend trying it. Hope this helps.

    image.png

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • neon45
    neon45 Member ✭✭✭

    It worked !! Much better outcome. Was a little confusing in my case. I had closed accounts that were still feeding history into currently open accounts.

    Muddled through it and I'm thinking I've got just about everything going back 10 years.

    Thanks….

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