Discussion List

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  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 390 views 23 comments 32 points Most recent by UrsulaA February 28Feature Requests
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  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Active dave_sxxxxx 323 views 11 comments 40 points Most recent by bobodc1 February 27Feature Requests
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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 75 views 8 comments 3 points Most recent by Coach Jon February 26Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 11 views 1 comment 1 point Most recent by lwyman February 23Feature Requests
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  I don't understand your instructions on how to export data for a specific date range

  Answered ✓ Closed DavidB 14 views 1 comment 0 points Most recent by Coach Kristina February 22Managing Your Transactions
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  how to print full reports in Simplifi

  Closed trtrlik 128 views 3 comments 0 points Most recent by Charles Collins February 8Using Reports
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 61 views 3 comments 0 points Most recent by Coach Kristina February 2Managing Your Transactions
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  43

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.2K views 35 comments 43 points Most recent by UrsulaA January 28Feature Requests
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  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 46 views 2 comments 0 points Most recent by oldit51 January 21Using the Dashboard
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  Simplifi - Include Notes field in transaction export (CSV)

  Closed Gerald 12 views 1 comment 1 point Most recent by Coach Jon January 14Feedback
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  Investment CSV File

  Closed neon45 21 views 2 comments 0 points Most recent by neon45 January 6Investments
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  accounts export

  Closed DSPatrick 32 views 2 comments 0 points Most recent by DSPatrick December 2024Troubleshooting
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  Merged: Date of Chase CC transactions

  Closed mllcpa 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
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  Downloaded transactions are out of order (in random date order)

  Closed ThirdCoastFan 54 views 6 comments 0 points Most recent by ThirdCoastFan September 2024Report a Bug
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  Changes to Investments

  Closed lwyman 21 views 1 comment 0 points Most recent by Coach Jon September 2024Feedback
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  Exporting to csv no longer includes Notes field (edited)

  Closed FabianW 92 views 12 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  Exporting Transactions - Comes as text.

  Closed cowboydude99 21 views 2 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Export data with Date Filter

  Closed RJM 11 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Exporting transactions from reports no longer includes parent categories (edited)

  Closed lwyman 101 views 10 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Post 06/20 - [Tracker] Mint Users with no csv files to import historical data (older than 7+yrs)

  Closed SRJ 62 views 1 comment 0 points Most recent by Coach Kristina June 2024Getting Started
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  How to export all Categories

  Answered ✓ Closed DavidB 102 views 4 comments 0 points Most recent by DavidB June 2024Categories and Tags
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  Ability to Export Attachments (edited)

  Active dj2115 101 views 2 comments 9 points Most recent by forsak87 June 2024Feature Requests
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  Trying to export csv with hidden from reports marked

  Answered ✓ Closed jkidd22 21 views 2 comments 0 points Most recent by Coach Kristina May 2024Categories and Tags
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  CSV exports fail to export split transactions

  Closed quick username 82 views 8 comments 0 points Most recent by dsfreddy May 2024Report a Bug
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  How to include transaction date in downloads?

  Closed year10k 95 views 7 comments 0 points Most recent by DannyB April 2024Using Reports
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  Merged: Change or give an option to better handle Split transactions in the CSV Export.

  bobodc1 11 views 0 comments 3 points Started by bobodc1 February 2024 Feature Requests
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  Add a Subcategory column to transaction exports (edited)

  Active DavidB 62 views 4 comments 2 points Most recent by DavidB February 2024Feature Requests
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 81 views 0 comments 1 point Started by Randy1234 January 2024 Adding and Updating Accounts
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  Export select transactions

  Answered ✓ Closed gbeaudry2024 41 views 4 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
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  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 309 views 2 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions