Export

Discussion List

• 
  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ schwoeg1? 50 views 10 comments 0 points Most recent by schwoeg1? 12:54AMFeedback
• 
  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed UrsulaA 533 views 29 comments 42 points Most recent by Coach Natalie February 12Feature Requests
• 
  How to export Check Numbers? (edited)

  Answered ✓ Mtnus 27 views 2 comments 0 points Most recent by Mtnus February 11General Troubleshooting
• 
  Issue downloading splits to CSV (edited)

  gfrascione 16 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
• 
  5

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 49 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
• 
  Issue exporting the Taxes Report to .txf

  System 145 views 23 comments 0 points Most recent by Coach Jon January 28Troubleshooting
• 
  Unable to [export] Investment account transactions

  wck_austin 3 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
• 
  Exporting account balance history?

  Answered ✓ ejs 15 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts
• 
  Changes to transaction export? (edited)

  Closed John CB 60 views 4 comments 0 points Most recent by John CB January 14Managing Your Transactions
• 
  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 68 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
• 
  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 1 view 0 comments 1 point Most recent by Coach Jon January 2Feedback
• 
  53

  Up Down
  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.6K views 40 comments 53 points Most recent by rmarcus88 December 2025Feature Requests
• 
  Transaction export

  Closed IHasAQuestion 23 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  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
• 
  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 55 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
• 
  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 496 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
• 
  2

  Up Down
  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Exporting a Financial Snapshot

  Closed esender 21 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
• 
  Some transactions included in download/export are not visible in the account transaction list

  Closed Silverthorne 12 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting
• 
  Export missing data: the last straw :(

  Closed Max1223 94 views 7 comments 1 point Most recent by SRC54 November 2025Feedback
• 
  8

  Up Down
  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 53 views 4 comments 8 points Most recent by JagPres2 October 2025Feature Requests
• 
  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 191 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  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
• 
  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 214 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
• 
  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 2025Using Reports
• 
  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 86 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
• 
  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
• 
  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
• 
  Split transactions CSV export issues

  Closed lisadenver 23 views 1 comment 0 points Most recent by Coach Natalie May 2025Feedback
• 
  4

  Up Down
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 93 views 9 comments 4 points Most recent by rbsimplifi May 2025Feature Requests