Import

Discussion List

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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Dick_Davis 35 views 5 comments 0 points Most recent by Dick_Davis December 3How do you Quicken Simplifi?
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 838 views 26 comments 54 points Most recent by Coach Natalie November 11Feature Requests
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  Backup prior to import?

  Answered ✓ Closed jude_est 28 views 2 comments 0 points Most recent by DryHeat November 3Getting Started
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  Import from Quicken

  Closed pcc 37 views 1 comment 0 points Most recent by Coach Jon October 20Feedback
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  considering migrating to Quicken Business & Personal, how to migrate data

  Closed dhdurgee 77 views 5 comments 0 points Most recent by DannyB October 12Getting Started
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  CSV file upload issue

  Closed pom 16 views 4 comments 0 points Most recent by pom October 1Troubleshooting
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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 5 views 0 comments 1 point Started by ssoko October 1 Feature Requests
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  Issue Importing CSV into Checking Account

  Closed Gotay 18 views 2 comments 0 points Most recent by DryHeat September 17Feedback
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  Can I import data from Jan 2025 to present? (edited)

  Answered ✓ Closed dpham63 43 views 2 comments 0 points Most recent by DryHeat September 11Getting Started
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  Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

  Answered ✓ Closed sazurb 77 views 1 comment 0 points Most recent by SRC54 August 15Quicken Business & Personal Feedback
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 24 views 2 comments 0 points Most recent by Coach Jon July 23Adding and Updating Accounts
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  Sluggish response after manual CSV import

  Closed Dann 24 views 2 comments 0 points Most recent by Dann July 23Troubleshooting
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  Can Quicken Mac and Zoho Books be imported into QBP? (edited)

  Answered ✓ Closed Qsince92 15 views 2 comments 0 points Most recent by Qsince92 July 22Getting Started
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  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 27 views 3 comments 0 points Most recent by Coach Jon July 7Managing Your Transactions
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  Unable to Import Old Investment Transactions

  Closed g262 16 views 3 comments 0 points Most recent by Coach Jon June 30Managing Your Transactions
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  Import a success, but transactions do not show up

  Closed Heilevang 263 views 20 comments 2 points Most recent by McB12 June 4Adding and Updating Accounts
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  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 12 views 1 comment 0 points Most recent by Coach Natalie June 2Troubleshooting
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  Merged: Ability to bulk-forget "Deleted" transactions so they can be re-imported

  Closed zbsh 1 view 0 comments 1 point Started by zbsh May 31 Feature Requests
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  5

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  Ability to import transactions via CSV more than once (edited)

  Active Vince 117 views 1 comment 5 points Most recent by zbsh May 31Feature Requests
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  How do I transfer my cloud Quicken Classic data to Simplifi? (edited)

  Answered ✓ Closed Dick L 129 views 3 comments 0 points Most recent by Coach Jon May 27Getting Started
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 35 views 1 comment 0 points Most recent by SRC54 May 26Getting Started
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  Quicken 2009 Deluxe Upgrade

  Answered ✓ Closed dbeck18787 28 views 1 comment 0 points Most recent by Coach Kristina May 10Getting Started
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  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Started by Dillon April 23 Feature Requests
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  8

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  Ability to re-import exported CSV files (edited)

  Active nothin7 97 views 2 comments 8 points Most recent by philipkd April 22Feature Requests
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  Imports aren't working - has this been resolved?

  Closed lmwst36 15 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  Switching from YNAB

  Closed the_googe 253 views 5 comments 0 points Most recent by DryHeat April 3Getting Started