Import

Discussion List

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  21

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  More detailed CSV imports (categories, description, notes) [edited]

  Active corefi 249 views 13 comments 21 points Most recent by jhez94 December 2Feature Requests
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  30

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  Ability to import net worth data from other personal finance apps, such as Mint (edited)

  Active Hari Palat 230 views 7 comments 30 points Most recent by Christaaay December 1Feature Requests
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  Merged: Make Historical Net Worth Work for Mint Refugees

  Christaaay 4 views 0 comments 1 point Started by Christaaay December 1 Feature Requests
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  Need some Mint Import Clarifications Please

  WolfieGirl 97 views 8 comments 0 points Most recent by Coach Natalie December 1Managing Your Transactions
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  Transfer Account Assets and Debts History from Mint

  Ant 37 views 1 comment 0 points Most recent by Coach Natalie November 30Feedback
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  Mint Transactions Did Not Sync Categories After Importing to Simplifi

  Answered DanJ82 64 views 6 comments 0 points Most recent by DanJ82 November 28Categories and Tags
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  1

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  Set the default account to blank when importing transactions (edited)

  Active Emacken 15 views 0 comments 1 point Started by Emacken November 28 Feature Requests
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  2
  Category Import from Mint

  Completed jfrylove 242 views 6 comments 2 points Most recent by Emacken November 28Feature Requests
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  From Mint, can’t seem to import investment transactions

  smugdoug 43 views 1 comment 0 points Most recent by RobWilk November 26Managing Your Transactions
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  CSV Functionality

  Money Manager 16 views 3 comments 0 points Most recent by Christaaay November 24Feedback
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  Is there a size limit on file drops when importing transactions from csv? (edited)

  Answered ✓ Vincent 38 views 2 comments 0 points Most recent by Tom B November 23Troubleshooting
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  Mint Import Not working

  Lee B 133 views 8 comments 0 points Most recent by Coach Natalie November 22Managing Your Transactions
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  Custom categories not imported from Mint CSV

  Answered ✓ Marcin 129 views 5 comments 2 points Most recent by Coach Kristina November 21Managing Your Transactions
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  Import/Export CSV format - confusing

  ps56k 98 views 10 comments 1 point Most recent by dave_sxxxxx November 18Managing Your Transactions
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  Simplifi does not import investment transactions. A major drawback.

  ZezeC 34 views 1 comment 0 points Most recent by Coach Kristina November 17Feedback
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  How to fill a gap in transactions from a credit card

  Answered ✓ Tenaya 14 views 1 comment 0 points Most recent by Flopbot November 17Adding and Updating Accounts
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  Re-importing deleted transactions from Mint or template CSV

  Answered ✓ pcheyne 60 views 2 comments 1 point Most recent by Fletcherr November 14Managing Your Transactions
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  Is it possible to import Apple Card transactions before the month ends?

  Answered ✓ Karthik 15 views 1 comment 0 points Most recent by Coach Natalie November 14Managing Your Transactions
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  3

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  Ability to import multiple accounts from CSV at once (edited)

  Active Marcin 35 views 3 comments 3 points Most recent by Coach Natalie November 9Feature Requests
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  Transferring information from Mint

  Answered ✓ Closed MaggieJ 592 views 1 comment 0 points Most recent by Coach Natalie October 20Getting Started
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  Apple Card Statement Importing - Missing Transactions (edited)

  Closed Animosity022 137 views 21 comments 0 points Most recent by Coach Natalie October 9Adding and Updating Accounts
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  Unable to import Apple Savings statements (edited)

  Closed Cmac 43 views 5 comments 0 points Most recent by Coach Natalie September 6Adding and Updating Accounts
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  Will importing transactions from Mint cause duplicates? (edited)

  Answered ✓ Closed adpinc61 109 views 1 comment 0 points Most recent by Coach Natalie August 24Adding and Updating Accounts
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  16

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  Ability to import QFX files (edited)

  Active Phssthpok 504 views 6 comments 16 points Most recent by Coach Natalie August 16Feature Requests
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  Getting data from YNAB is impossible

  Closed pasham 78 views 5 comments 0 points Most recent by DannyB July 27Feedback
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  Import for Apple credit card transaction

  Answered ✓ Closed asubbaiyanprof 316 views 2 comments 0 points Most recent by asubbaiyanprof January 11Adding and Updating Accounts
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  Category hack for importing?

  Answered ✓ Closed reebs26 280 views 6 comments 1 point Most recent by Secure_User December 2022Getting Started
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  3

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

  Active Vince 85 views 0 comments 3 points Started by Vince December 2022 Feature Requests
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  api for adding broken connections

  Answered ✓ Closed Melvin 33 views 2 comments 0 points Most recent by Melvin December 2022Adding and Updating Accounts
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  Importing transactions from closed accounts

  Answered ✓ Closed reebs26 64 views 4 comments 0 points Most recent by DannyB November 2022Adding and Updating Accounts