Export

Discussion List

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

  Closed cowboydude99 21 views 2 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  Export data with Date Filter

  Closed RJM 11 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 101 views 10 comments 0 points Most recent by UrsulaA August 2024Report 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 69 views 1 comment 0 points Most recent by Coach Kristina June 2024Getting Started
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  How to export all Categories

  Answered ✓ Closed DavidB 161 views 4 comments 0 points Most recent by DavidB June 2024Categories and Tags
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  Ability to Export Attachments (edited)

  Active dj2115 108 views 2 comments 12 points Most recent by forsak87 June 2024Feature 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 2024Categories and Tags
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  CSV exports fail to export split transactions

  Closed quick username 83 views 8 comments 0 points Most recent by dsfreddy May 2024Report a Bug
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  How to include transaction date in downloads?

  Closed year10k 99 views 7 comments 0 points Most recent by DannyB April 2024Using 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 2024 Feature Requests
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  2

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  Add a Subcategory column to transaction exports (edited)

  Active DavidB 62 views 4 comments 2 points Most recent by DavidB February 2024Feature Requests
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 82 views 0 comments 1 point Started by Randy1234 January 2024 Adding and Updating Accounts
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  Export select transactions

  Answered ✓ Closed gbeaudry2024 41 views 4 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
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  Export categories & associations from Simplifi to Quicken?

  Answered ✓ Closed James-edmunds 379 views 2 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions