Import

Discussion List

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  48

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  Ability to import QFX files (edited)

  Active Phssthpok 2.2K views 18 comments 48 points Most recent by SRC54 November 1Feature Requests
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  Merge Imported Mint Tags with Quicken Simplifi Tags (edited)

  Active mandie1008 24 views 1 comment 1 point Most recent by Coach Natalie October 21Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Closed Bernardo 834 views 31 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  How to recover past daily balances? (edited)

  Closed Jlexky 120 views 4 comments 0 points Most recent by Jlexky July 13Adding and Updating Accounts
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  Ability to import a list of categories (edited)

  Active Anycj 86 views 2 comments 2 points Most recent by Coach Natalie June 15Feature Requests
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  Strategy for importing transactions including transfers

  Closed bobbiesmith 92 views 1 comment 0 points Most recent by SRC54 June 6Managing Your Transactions
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  Strategy for manually importing all my transactions from the start

  Closed bobbiesmith 55 views 1 comment 0 points Most recent by SRC54 June 6Adding and Updating Accounts
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  Why can't I import deleted transactions?

  Closed HDmoney 180 views 5 comments 0 points Most recent by Coach Jon June 4Managing Your Transactions
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  Help importing transactions (edited)

  Closed waysie 41 views 1 comment 0 points Most recent by Coach Jon April 28Managing Your Transactions
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  Simplifi CSV Import — Category with "/" Not Recognized

  Closed JMQkn 77 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  Converted PDF to CSV and unable to import into Quicken Simplifi [Edited]

  Closed freyal12 242 views 15 comments 0 points Most recent by Coach Jon March 17Managing Your Transactions
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  Importing History

  Answered ✓ Closed lynchbro 280 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CSV File Format

  Answered ✓ Closed lwyman 112 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
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  Merged: Revolut Bank

  Closed wts 1 view 0 comments 1 point Most recent by wts January 29Report Missing Financial Institution or Biller
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  Importing History Limits? (edited)

  Closed lynchbro 20 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
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  Ability to import transactions via CSV more than once (edited)

  Active Vince 213 views 3 comments 10 points Most recent by sbennet1 January 13Feature Requests
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  Help! New HOA Treasurer, trying to restore QDF file to online..?

  Closed HOA Treas 29 views 2 comments 0 points Most recent by Coach Kristina December 2025Troubleshooting
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  Transaction export

  Closed IHasAQuestion 62 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 95 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 1.4K views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
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  Backup prior to import?

  Answered ✓ Closed jude_est 117 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Most recent by ssoko October 2025Feature Requests