Export

Discussion List

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  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
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  Exported CSV files include commas from Notes and Payee Names so I can't import it into Excel

  Closed Silverthorne 12 views 2 comments 0 points Most recent by RobWilk May 2025Troubleshooting
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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 2025Managing Your Transactions
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  how to print full reports in Simplifi

  Closed trtrlik 475 views 3 comments 1 point Most recent by Charles Collins February 2025Using Reports
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  Simplifi access after account expiration

  Answered ✓ Closed Phlach 174 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
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  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 126 views 2 comments 0 points Most recent by oldit51 January 2025Using the Dashboard
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  Simplifi - Include Notes field in transaction export (CSV)

  Closed Gerald 13 views 1 comment 1 point Most recent by Coach Jon January 2025Feedback
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  Investment CSV File

  Closed neon45 22 views 2 comments 0 points Most recent by neon45 January 2025Investments
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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 53 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 130 views 12 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  Exporting Transactions - Comes as text.

  Closed cowboydude99 28 views 2 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Export data with Date Filter

  Closed RJM 14 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 107 views 10 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Ability to Export Attachments (edited)

  Active dj2115 116 views 2 comments 13 points Most recent by forsak87 June 2024Feature Requests
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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 63 views 4 comments 2 points Most recent by DavidB February 2024Feature Requests