Discussion List

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  Import a success, but transactions do not show up

  Heilevang 122 views 11 comments 2 points Most recent by mariafed April 25Adding and Updating Accounts
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  Automatically categorize imported transactions for manual accounts (edited)

  Active Dillon 5 views 0 comments 1 point Started by Dillon April 23 Feature Requests
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  Need to know more about Simplifi

  Answered ✓ CaliQkn 31 views 6 comments 0 points Most recent by CaliQkn April 22Getting Started
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  8

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  Ability to re-import exported CSV files (edited)

  Active nothin7 86 views 2 comments 8 points Most recent by philipkd April 22Feature Requests
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  Imports aren't working - has this been resolved?

  lmwst36 12 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  NEW 4/17/25: Transactions not importing from a CSV

  Announcement Coach Natalie 319 views 0 comments 1 point Started by Coach Natalie April 17 Known Product Issues
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  Switching from YNAB

  the_googe 68 views 5 comments 0 points Most recent by DryHeat April 3Getting Started
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  More detailed CSV imports (categories, description, notes) [edited]

  Active corefi 726 views 23 comments 45 points Most recent by RobWilk April 2Feature Requests
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  Ability to import QFX files (edited)

  Active Phssthpok 1.6K views 15 comments 33 points Most recent by SRC54 April 1Feature Requests
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  Citi Personal Loan

  Vinorixus 20 views 4 comments 0 points Most recent by Vinorixus March 29Adding and Updating Accounts
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  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 85 views 8 comments 0 points Most recent by Coach Natalie March 6Troubleshooting
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  Can I Import Classic Business & Personal into Quicken Simplifi Business & Personal? (edited)

  Answered ✓ Closed wmurphy819 34 views 3 comments 0 points Most recent by Coach Jon March 5Quicken Business & Personal Feedback
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  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 17 views 1 comment 0 points Most recent by Coach Natalie February 28Managing Your Transactions
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  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 39 views 6 comments 1 point Most recent by Flopbot February 24Categories and Tags
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  Anyone able to import old transactions?

  Answered ✓ Closed Bombay 42 views 1 comment 0 points Most recent by Coach Jon February 6Managing Your Transactions
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  Classic Deluxe to QB&P Import and other

  Closed Bigtrace 29 views 1 comment 0 points Most recent by Coach Natalie January 28Quicken Business & Personal Feedback
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  Struggling importing csv file from bank

  Closed David_S 32 views 1 comment 0 points Most recent by Coach Jon January 17Adding and Updating Accounts
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  Slashes in imported transactions

  Closed AllCdnBoy 11 views 1 comment 0 points Most recent by Coach Jon January 17Troubleshooting
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  Ability to import transactions from a PDF (edited)

  Active sacrophyte 31 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
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  Historical Balance .csv Import

  Closed brianperry263 35 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting
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  2

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  Ability to import QIF files (edited)

  Active rminnich 69 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests
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  importing data from Quicken Classic Deluxe

  Closed trtrlik 271 views 5 comments 1 point Most recent by DannyB November 2024Getting Started
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  Import from credit card company gives positive and negative matching transactions

  Closed lsitongia 45 views 2 comments 0 points Most recent by lsitongia October 2024Troubleshooting
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  4
  Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

  Completed Closed Flopbot 61 views 2 comments 4 points Most recent by Flopbot August 2024Feature Requests
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  Import Transactions Issue (edited)

  Closed johnyc 44 views 1 comment 0 points Most recent by Coach Jon August 2024Managing Your Transactions
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 1 view 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests
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  Apple Card Manual CVS Import Not Working

  Closed grc 26 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 35 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Repeat CSV Import - Error

  Closed John LeDonk 52 views 2 comments 0 points Most recent by Coach Jon July 2024Troubleshooting
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  Allow transactions to be imported by sale of stock units...

  Closed trycrmr 13 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback