Export

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

Active UrsulaA 234 views 14 comments 25 points Most recent by allensipe October 7Feature Requests
Downloaded transactions are out of order (in random date order)

ThirdCoastFan 33 views 6 comments 0 points Most recent by ThirdCoastFan September 23Report a Bug
Changes to Investments

lwyman 20 views 1 comment 0 points Most recent by Coach Jon September 16Feedback
Exporting to csv no longer includes Notes field (edited)

Closed FabianW 80 views 12 comments 0 points Most recent by UrsulaA September 6Report a Bug
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More detailed CSV Exports (original name and description, flags, reviewed)

Active dave_sxxxxx 233 views 9 comments 31 points Most recent by Curucaman September 2Feature Requests
Exporting Transactions - Comes as text.

Closed cowboydude99 22 views 2 comments 0 points Most recent by UrsulaA August 24Report a Bug
Export data with Date Filter

Closed RJM 17 views 1 comment 0 points Most recent by Coach Jon August 21Troubleshooting
Exporting transactions from reports no longer includes parent categories (edited)

Closed lwyman 102 views 10 comments 0 points Most recent by UrsulaA August 8Report a Bug
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Ability to Import/Export Investment Transactions (edited)

In Review Jack74 937 views 23 comments 35 points Most recent by neon45 July 2Feature Requests
Post 06/20 - [Tracker] Mint Users with no csv files to import historical data (older than 7+yrs)

Closed SRJ 41 views 1 comment 0 points Most recent by Coach Kristina June 23Getting Started
How to export all Categories

Answered ✓ Closed DavidB 42 views 4 comments 0 points Most recent by DavidB June 23Categories and Tags
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Ability to Export Attachments (edited)

Active dj2115 74 views 2 comments 9 points Most recent by forsak87 June 7Feature Requests
Trying to export csv with hidden from reports marked

Answered ✓ Closed jkidd22 21 views 2 comments 0 points Most recent by Coach Kristina May 26Categories and Tags
CSV exports fail to export split transactions

Closed quick username 75 views 8 comments 0 points Most recent by dsfreddy May 26Report a Bug
How to include transaction date in downloads?

Closed year10k 77 views 7 comments 0 points Most recent by DannyB April 11Using Reports
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 24 Feature Requests
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Add a Subcategory column to transaction exports (edited)

Active DavidB 67 views 4 comments 2 points Most recent by DavidB February 3Feature Requests
Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

Closed Randy1234 74 views 0 comments 1 point Started by Randy1234 January 15 Adding and Updating Accounts
Export select transactions

Answered ✓ Closed gbeaudry2024 42 views 4 comments 1 point Most recent by UrsulaA January 12Managing Your Transactions
Export categories & associations from Simplifi to Quicken?

Answered ✓ Closed James-edmunds 186 views 2 comments 0 points Most recent by Coach Natalie January 12Managing Your Transactions
Getting complete export

Closed JXXS 28 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
Export all accounts

Closed Acura123 35 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
Add a minus sign to expenses in the Transaction Export file (edited)

Closed N4KHQ 147 views 8 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
Split Transactions in CSV Output have blanks

Closed 32167 45 views 3 comments 1 point Most recent by Coach Natalie December 2023Troubleshooting
Please include a unique identifier in CSV export

Closed zjs 39 views 4 comments 0 points Most recent by Coach Natalie December 2023Feedback
How to Export transactions - within a Date Range

Answered ✓ Closed ps56k 235 views 3 comments 0 points Most recent by dsfreddy November 2023Managing Your Transactions
Option to export transaction CSV without ANY filters

Closed washday_escapade 84 views 3 comments 0 points Most recent by washday_escapade November 2023Managing Your Transactions
Can investment transactions be exported? (edited)

Answered ✓ Closed RockLee 194 views 6 comments 1 point Most recent by Coach Natalie November 2023Investments
What is the "usage" column on CSV export?

Answered ✓ Closed bcrossman 12 views 1 comment 0 points Most recent by Coach Natalie July 2023Managing Your Transactions
Tags not exporting on SPLIT transactions

Closed MrGood 96 views 6 comments 0 points Most recent by Coach Natalie May 2023Report a Bug