Export categories & associations from Simplifi to Quicken?
I’m switching from Simplifi to Quicken. Is it possible to export my categories? Also can you export the learned category - transaction associations so that I don’t have to start from scratch?
Best Answers
-
Personally, the few times I have switched from one personal financial management app to another I use it as an opportunity to get a fresh start. I also have used the transition as a good time to do a deep review of my spending habits and to find expenses that have slipped under the radar, so to speak.
Anyway, I don’t know if it’s feasible to do what you are asking. But you can download a csv file from Simplifi. Here are the instructions to do so.
Hope that helps.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
@James-edmunds, thanks for reaching out!
Unfortunately, data isn't interchangeable between Quicken Simplifi and Quicken Classic at this time. We have a couple of existing topics surrounding this:
Additionally, I'd suggest checking out this existing request for the ability to download or print the Categories List:
Sorry for not having better news, but I hope this helps!
-Coach Natalie
1
