Ability to import net worth data from other personal finance apps, such as Mint (edited)

24

Comments

  • Adding my voice! The ability to import my net worth history may be the difference between my becoming a lifelong Simplifi user and going elsewhere.

  • Voicing my support here as well-- having all my accounts and data (including historical net worth data) aggregated in one place is the primary reason I and so many others have used Mint and now Simplifi. I have net worth data going back 10+ years in Mint, back when my net worth was practically zero. Being able to store and view this historical net worth data (while continuing to track it going forward) would make switching to and paying for Simplifi the obvious choice for me.

  • I have full data going back 12 years in Mint. It feels so limiting to have the UI restricted to the last 5 years. Adding Net Worth history would be some improvement.

  • Also would love this feature. Knowing the history of my net worth is pretty inspiring, and with Mint going, I wouldn't be able to view it anymore. I hope net worth can be viewed with a daily/weekly history as it exists in Mint.

  • Lisa F
    Lisa F Member

    would also love to be able to upload data for ex-Mint users.

  • Nathan815
    Nathan815 Member

    Hello! As an avid Mint user and new Simplifi user, I've really been enjoying Simplifi for the past couple weeks. I have imported all my transaction data from Mint. However, I miss the ability to view my historical net worth (and individual account balance) graphs going back to ~2015.

    Is there any plan to enable importing historical account balances (or at least overall net worth data points) in Simplifi? This would be great for anyone switching over from Mint or other apps.

  • Nathan815
    Nathan815 Member

    +1. This would be an awesome feature and would help ease the pain of Mint being ripped away from us!

  • +1. for this feature request.

    Transaction history import creates perception that Net Worth history will be reflected as well.

  • FutureEye
    FutureEye Member ✭✭✭✭

    any update?

  • FutureEye
    FutureEye Member ✭✭✭✭

    any update?

  • lucky1515
    lucky1515 Member

    Please this is the main feature that I was looking for in coming from Mint

    is there any chance this might come to be a feature?

  • Please add this!

  • FutureEye
    FutureEye Member ✭✭✭✭

    please add your votes.

  • Mojo D. Monkey
    Mojo D. Monkey Member ✭✭

    Hey, this is fantastic news.

    Thank you for the update.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • FutureEye
    FutureEye Member ✭✭✭✭

    finally!!! Yipeeeee

  • ejs
    ejs Member ✭✭

    Glad to hear that importing net worth history will be implemented, but is there any word on whether the concern UrsulaA raised above regarding manual account balance functionality will be an issue? I too like the way manual accounts derive their balances from transactions (and I made extension use of manual accounts for importing transactions from closed accounts in Mint), and I would not want this to be adversely affected by a net worth/account balance history import feature.

  • FutureEye
    FutureEye Member ✭✭✭✭

    tagging @Coach Natalie to comment on the above question.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    The info I provided above is all the info I have. Once the feature becomes available, we'll know how it works and update our content and the Community accordingly.

    Thanks!

    -Coach Natalie

  • Agreed, for someone coming from Mint with 15+ yrs of Net Worth data, a fresh start from zero does not go well.

    Simpifi is an otherwise pretty well rounded app, please do not push prospects away with this glaring gap and build out the feature ASAP!

  • ekas
    ekas Member

    Agreed!

  • Mojo D. Monkey
    Mojo D. Monkey Member ✭✭

    Hey, this is great.

    Thank you for letting everyone know. I am excited to give this a shot.

  • madmoondog
    madmoondog Member ✭✭

    So it says we have the ability but how?

  • Mr.X
    Mr.X Member
    edited February 5

    Great news!

This discussion has been closed.