Export

Discussion List

• 
  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 24 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
• 
  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 93 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 Most recent by Karin C July 2025Feature Requests
• 
  How to include Ck # field in csv printout?

  Answered ✓ Closed Redfrog09 13 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
• 
  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 2025Troubleshooting
• 
  I don't understand your instructions on how to export data for a specific date range

  Answered ✓ Closed DavidB 16 views 1 comment 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
• 
  how to print full reports in Simplifi

  Closed trtrlik 515 views 3 comments 1 point Most recent by Charles Collins February 2025Using Reports
• 
  Simplifi access after account expiration

  Answered ✓ Closed Phlach 187 views 3 comments 0 points Most recent by Coach Kristina February 2025Managing Your Transactions
• 
  Is there a way to export the Spending Plan to CSV? (edited)

  Answered ✓ Closed oldit51 129 views 2 comments 0 points Most recent by oldit51 January 2025Using the Dashboard
• 
  Simplifi - Include Notes field in transaction export (CSV)

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

  Closed neon45 22 views 2 comments 0 points Most recent by neon45 January 2025Investments
• 
  accounts export

  Closed DSPatrick 31 views 2 comments 0 points Most recent by DSPatrick December 2024Troubleshooting
• 
  Merged: Date of Chase CC transactions

  Closed mllcpa 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
• 
  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
• 
  Changes to Investments

  Closed lwyman 21 views 1 comment 0 points Most recent by Coach Jon September 2024Feedback
• 
  Exporting to csv no longer includes Notes field (edited)

  Closed FabianW 137 views 12 comments 0 points Most recent by UrsulaA September 2024Report a Bug
• 
  Exporting Transactions - Comes as text.

  Closed cowboydude99 32 views 2 comments 0 points Most recent by UrsulaA August 2024Report a Bug
• 
  Export data with Date Filter

  Closed RJM 14 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
• 
  Exporting transactions from reports no longer includes parent categories (edited)

  Closed lwyman 108 views 10 comments 0 points Most recent by UrsulaA August 2024Report a Bug
• 
  Merged: Change or give an option to better handle Split transactions in the CSV Export.

  bobodc1 11 views 0 comments 3 points Most recent by bobodc1 February 2024Feature Requests
• 
  2

  Up Down
  Add a Subcategory column to transaction exports (edited)

  Active DavidB 64 views 4 comments 2 points Most recent by DavidB February 2024Feature Requests