Import Records Beginning at a Specific Date

Stevefxp
Stevefxp Member ✭
edited August 7 in Managing Your Transactions

Hello all,

I have now had time to play with Simplifi and want to get to work using it for real. With that said I only want to bring in records from July 1 onward. Is there a way to do that or do I just import the records and then delete what I do not want?

Thanks,

Steve

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  • Coach Jon
    Coach Jon Moderator admin
    Answer ✓

    Hello @Stevefxp,

    Thanks for reaching out! You can definitely import from July 1st onward within Quicken Simplifi using a CSV file. We do have a support article explaining how to do this here: https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions#h_a40057a0e7

    Be sure to prepare and format your transactions as it says to do in the support article before importing the CSV file into Quicken Simplifi.

    If you are setting up your account to automatically connect and download transactions, however, this usually takes the last 90 days of transactions from the financial institution.

    I hope this information helps!

    -Coach Jon

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