Question About Importing Applecard Transactions (edited)

krmjo

If I manually input AppleCard transactions and then import the data at the end of the month, will it match up the transactions or duplicate them?

N4KHQ

This is just a guess on my part. Simplifi will not duplicate entries on import but I have no ideal if the entry has to be an exact match or just close. Why don't you try one entry and if it don't work you can delete the transaction after the monthly upload.

Coach Kristina

Hello @krmjo,

As long as the transactions are similar enough, Quicken Simplifi should be able to recognize that they're the same and match them. From what I've observed in my own Quicken Simplifi dataset, a couple things that do prevent it from matching are if the date is too different and/or if the $ amount is different.

That said, as @N4KHQ suggested, it would be a good idea to start with just a few manual transactions, see how well they match up when you import, and delete any duplicates if needed.

I hope this helps!

krmjo

Thank you both!