Ability to re-import exported CSV files (edited)

Options
nothin7
nothin7 Member
edited April 17 in Feature Requests

Two of my investment accounts were erroneously marked "closed" after importing from Mint, which makes it impossible to link these transactions after manually connecting. The "closed" designation cannot be removed, and a newly connected account cannot be linked to a "closed" account. So I'm forced to export my transactions from Simplifi and re-import to the now connected account (or pare down and re-import my Mint JSON or CSV, which has its own quirks).

It's silly that this export/import process from Simplifi to Simplifi isn't streamlined. I have to modify the export file before it can be reimported.

1 votes

Active · Last Updated