CSV File Format

lwyman
lwyman Member ✭✭✭✭
edited February 5 in Adding and Updating Accounts

Can anyone share the csv file format for importing transactions into Simplifi? The one that is reference throughout the community pages leads to a "file not found" page. Thanks

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  • lwyman
    lwyman Member ✭✭✭✭
    Answer ✓

    I tried that, but for some reason when I click on the link it gives me an error page. I was able to find an alternate way, but going through the steps of uploading a file. The instructions show the format. Thanks for your link anyway

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