More detailed CSV imports (categories, description, notes) [edited]

It'd be really helpful for new users that when trying to import transactions with a CSV file, you could add the column "Categories", as adding them manually for thousands of transactions is a bit daunting. The requirement/restriction should be that the categories' names should be exactly as already defined in Simplifi.

Same with the "Tag" column. It should be the "Notes" column instead of "Tags" for import transactions.

Couple options. 1. Import through CSV Files would let you add both: Categories and Sub-Categories, and names can't be the same for any Category and Sub-Category, to avoid any confusion. 2. The "Category" column could be just one but will have the concatenated name for both. This is: "Category Group - Subcategory" all in one cell separated by a hyphen or other defined symbol. Then when importing, Simplifi could split the info into Category Group and Subcategory back again.

Also very important to consider adding the "Notes" column to the Import File. Many people moving from other apps (YNAB, etc), have notes (descriptions) in a lot, if not all, of the transactions.

+1 I am still waiting for this. I have data in quicken I want to start moving over. Even if it is just 1 year and I have to do it via csv one account at a time, I want all my data in one place.

yeah … seems really bad design to not have a powerful CSV import engine to make it easy to start using Simplifi - vs requiring more manual effort …

Yes please. One of many Mint refugees here battling with getting my history into simplify. I understand the possible issue with sub categories having the same name as someone noted above (food/dining vs vacation/dining) But I'd happily work around that and rename one of them to something unique which I generally do anyway.

To anyone else in this boat looking for solutions: The best workaround I've come up with is to back load all my historical transactions into an archive manual account, putting the mint category as the tag to allow filtering and mass re-categorizing. Yes, it's still a lot of work, yes you lose your tags and notes but at least you maintain your split transactions and stand a chance at using the 'tag' to filter on. I've only tested a handful of transactions but seems like this will work. I might also try to concatenate Mint_Category&Mint_Tag during the load but that might get messy too so TBD.

really need the notes from Mint

Allo an option to import data in the same format as the export CSV file. Also allow the category field to be imported. Allow the import of the "Amount" column to match the default format of ($XX,XXX.XX).

I also would love to add note imports. I'm importing transactions from my Etsy shop, and want to add the order numbers in the notes instead of the payee. In fact the Payee should just be Etsy for all of them, with the description of the transaction in the notes, or another description field.