Removing Duplicates when Importing From Mint
I am making the switch from Mint and using the "Importing from Mint" option to first import transactions and then linking the financial institution if the account is not closed. For one of my credit cards, I have over 17,000 transactions in four different Mint accounts. These four accounts are for the same card but overlap in time and, as a result, there are duplicate transactions. To set up this credit card in Simplifi, I would like to have all transactions associated with a single Simplifi account but with all duplicates removed. I intend to use the following steps.
- Combine all the transactions for the four Mint accounts into one csv file and edit the csv file so that all transactions have the same Account Name. Is there a better way to import transactions from four different Mint accounts into one Simplifi account?
- Manually delete all duplicates in the csv file. Does Simplifi have a way to automate this task?
- Import the transactions as a single csv file.
- Link the financial institution.
Is there is any other way to add this credit card that would be easier?
Best Answer
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The process you describe will work. I performed a similar process but had less transactions than you.
There is a feature request to add duplicate removal to Simplifi. Check it out.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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