Export

Discussion List

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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  ThePi_Treasurer 21 views 4 comments 0 points Most recent by Coach Natalie December 4Report a Bug
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Dick_Davis 30 views 5 comments 0 points Most recent by Dick_Davis December 3How do you Quicken Simplifi?
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.4K views 39 comments 49 points Most recent by FinTechMan December 1Feature Requests
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed dave_sxxxxx 437 views 23 comments 44 points Most recent by Coach Natalie November 24Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 17 views 2 comments 2 points Most recent by DryHeat November 19Feature Requests
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  Exporting a Financial Snapshot

  esender 19 views 1 comment 0 points Most recent by Coach Jon November 18Feedback
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  Some transactions included in download/export are not visible in the account transaction list

  Silverthorne 16 views 2 comments 0 points Most recent by SRC54 November 15Troubleshooting
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  Export missing data: the last straw :(

  Max1223 84 views 7 comments 1 point Most recent by SRC54 November 8Feedback
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  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 40 views 4 comments 6 points Most recent by JagPres2 October 27Feature Requests
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 135 views 22 comments 0 points Most recent by Coach Jon September 18Report 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 5Report a Bug
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 181 views 22 comments 0 points Most recent by PK Millen September 2Troubleshooting
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  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 22 views 1 comment 0 points Most recent by Coach Natalie September 2Using Reports
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  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 66 views 4 comments 0 points Most recent by NivaR August 21Getting 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 5 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 27Managing Your Transactions
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  Split transactions CSV export issues

  Closed lisadenver 15 views 1 comment 0 points Most recent by Coach Natalie May 27Feedback
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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 87 views 9 comments 4 points Most recent by rbsimplifi May 23Feature 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 13 views 2 comments 0 points Most recent by RobWilk May 21Troubleshooting
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  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 429 views 23 comments 34 points Most recent by UrsulaA February 28Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 30 views 1 comment 3 points 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 11 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 337 views 3 comments 1 point Most recent by Charles Collins February 8Using Reports
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 122 views 3 comments 0 points Most recent by Coach Kristina February 2Managing Your Transactions
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  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 97 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 14 views 1 comment 1 point Most recent by Coach Jon January 14Feedback
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  Investment CSV File

  Closed neon45 22 views 2 comments 0 points Most recent by neon45 January 6Investments
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  accounts export

  Closed DSPatrick 31 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 52 views 6 comments 0 points Most recent by ThirdCoastFan September 2024Report a Bug