Export

Discussion List

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  Issue exporting the Taxes Report to .txf

  System 48 views 15 comments 0 points Most recent by Stu123 1:31AMTroubleshooting
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 35 views 2 comments 4 points Most recent by HMagh January 6Feature Requests
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  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 7 views 0 comments 1 point Most recent by Coach Jon January 2Feedback
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.5K views 40 comments 51 points Most recent by rmarcus88 December 2025Feature Requests
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  Transaction export

  IHasAQuestion 19 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  System 37 views 8 comments 0 points Most recent by Coach Natalie December 2025Troubleshooting
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 37 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 49 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 467 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 20 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Exporting a Financial Snapshot

  Closed esender 23 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 18 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
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  Export missing data: the last straw :(

  Closed Max1223 93 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
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  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 47 views 4 comments 6 points Most recent by JagPres2 October 2025Feature Requests
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 166 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 187 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 25 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 81 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
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  Merged: Make Reports allow date range to be in the future

  Closed Karin C 1 view 0 comments 1 point Started by Karin C July 2025 Feature Requests
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  How to include Ck # field in csv printout?

  Answered ✓ Closed Redfrog09 11 views 1 comment 0 points Most recent by Coach Jon May 2025Managing Your Transactions
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  Split transactions CSV export issues

  Closed lisadenver 24 views 1 comment 0 points Most recent by Coach Natalie May 2025Feedback
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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 91 views 9 comments 4 points Most recent by rbsimplifi May 2025Feature Requests
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  Exported CSV files include commas from Notes and Payee Names so I can't import it into Excel

  Closed Silverthorne 16 views 2 comments 0 points Most recent by RobWilk May 2025Troubleshooting
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  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 453 views 23 comments 36 points Most recent by UrsulaA February 2025Feature Requests
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  I don't understand your instructions on how to export data for a specific date range

  Answered ✓ Closed DavidB 11 views 1 comment 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
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  how to print full reports in Simplifi

  Closed trtrlik 359 views 3 comments 1 point Most recent by Charles Collins February 2025Using Reports
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 144 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
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  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 107 views 2 comments 0 points Most recent by oldit51 January 2025Using the Dashboard
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  Simplifi - Include Notes field in transaction export (CSV)

  Closed Gerald 14 views 1 comment 1 point Most recent by Coach Jon January 2025Feedback