Including older data in your balances section
As I learned from chat with your tech today, Simplifi only shows the graph of the balance for each account starting the time I transferred from mint to Simplifi. It would be very helpful to include years of data which I have imported from Mint in your graphs. I assume lots of people have moved from Mint to quicken recently.
Thanks
Comments
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Simplifi has a balance import capability already, however, such capability is not working correctly for investment accounts. For the latter, the workaround involves importing history to a non-investment manual other asset account that has a name like the investment account that cannot hold history (example IRA hist manual other asset account for an IRA's history). Simplifi is aware of the investment account balance import issue and is working on it. I opened a support ticket regarding the issue.
Update: Imports for investment account historical balances are working now.
More information is on the discussions below.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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