Export

Discussion List

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  36

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 981 views 25 comments 36 points Most recent by neon45 November 2Feature Requests
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  25

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

  Active UrsulaA 242 views 14 comments 25 points Most recent by allensipe October 7Feature Requests
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  Downloaded transactions are out of order (in random date order)

  Closed ThirdCoastFan 41 views 6 comments 0 points Most recent by ThirdCoastFan September 23Report a Bug
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  Changes to Investments

  Closed lwyman 22 views 1 comment 0 points Most recent by Coach Jon September 16Feedback
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  Exporting to csv no longer includes Notes field (edited)

  Closed FabianW 86 views 12 comments 0 points Most recent by UrsulaA September 6Report a Bug
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  31

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  More detailed CSV Exports (original name and description, flags, reviewed)

  Active dave_sxxxxx 238 views 9 comments 31 points Most recent by Curucaman September 2Feature Requests
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  Exporting Transactions - Comes as text.

  Closed cowboydude99 23 views 2 comments 0 points Most recent by UrsulaA August 24Report a Bug
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  Export data with Date Filter

  Closed RJM 18 views 1 comment 0 points Most recent by Coach Jon August 21Troubleshooting
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  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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  Post 06/20 - [Tracker] Mint Users with no csv files to import historical data (older than 7+yrs)

  Closed SRJ 48 views 1 comment 0 points Most recent by Coach Kristina June 23Getting Started
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  How to export all Categories

  Answered ✓ Closed DavidB 52 views 4 comments 0 points Most recent by DavidB June 23Categories and Tags
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  Ability to Export Attachments (edited)

  Active dj2115 76 views 2 comments 9 points Most recent by forsak87 June 7Feature 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 26Categories and Tags
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  CSV exports fail to export split transactions

  Closed quick username 77 views 8 comments 0 points Most recent by dsfreddy May 26Report a Bug
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  How to include transaction date in downloads?

  Closed year10k 81 views 7 comments 0 points Most recent by DannyB April 11Using 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 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
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 78 views 0 comments 1 point Started by Randy1234 January 15 Adding and Updating Accounts
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  Export select transactions

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

  Answered ✓ Closed James-edmunds 221 views 2 comments 0 points Most recent by Coach Natalie January 12Managing Your Transactions
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  Getting complete export

  Closed JXXS 30 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Export all accounts

  Closed Acura123 38 views 1 comment 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Add a minus sign to expenses in the Transaction Export file (edited)

  Closed N4KHQ 149 views 8 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
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  Split Transactions in CSV Output have blanks

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

  Closed zjs 41 views 4 comments 0 points Most recent by Coach Natalie December 2023Feedback
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  How to Export transactions - within a Date Range

  Answered ✓ Closed ps56k 251 views 3 comments 0 points Most recent by dsfreddy November 2023Managing Your Transactions
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  Option to export transaction CSV without ANY filters

  Closed washday_escapade 86 views 3 comments 0 points Most recent by washday_escapade November 2023Managing Your Transactions
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  Can investment transactions be exported? (edited)

  Answered ✓ Closed RockLee 199 views 6 comments 1 point Most recent by Coach Natalie November 2023Investments
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  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
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  Tags not exporting on SPLIT transactions

  Closed MrGood 97 views 6 comments 0 points Most recent by Coach Natalie May 2023Report a Bug