Import

Discussion List

• 
  Unable to delete future-dated imported transactions (edited)

  EdCallahan 82 views 8 comments 0 points Most recent by Coach Natalie March 6Troubleshooting
• 
  Can I Import Classic Business & Personal into Quicken Simplifi Business & Personal? (edited)

  Answered ✓ wmurphy819 26 views 3 comments 0 points Most recent by Coach Jon March 5Quicken Business & Personal Feedback
• 
  Importing SQUARE Transactions

  Answered ✓ Jandi Creations 14 views 1 comment 0 points Most recent by Coach Natalie February 28Managing Your Transactions
• 
  Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

  Answered ✓ Closed DryHeat 36 views 6 comments 1 point Most recent by Flopbot February 24Categories and Tags
• 
  Anyone able to import old transactions?

  Answered ✓ Closed Bombay 35 views 1 comment 0 points Most recent by Coach Jon February 6Managing Your Transactions
• 
  Classic Deluxe to QB&P Import and other

  Closed Bigtrace 25 views 1 comment 0 points Most recent by Coach Natalie January 28Quicken Business & Personal Feedback
• 
  Struggling importing csv file from bank

  Closed David_S 27 views 1 comment 0 points Most recent by Coach Jon January 17Adding and Updating Accounts
• 
  Slashes in imported transactions

  Closed AllCdnBoy 11 views 1 comment 0 points Most recent by Coach Jon January 17Troubleshooting
• 
  2

  Up Down
  Ability to import transactions from a PDF (edited)

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

  Closed brianperry263 32 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting
• 
  41

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

  Active corefi 685 views 21 comments 41 points Most recent by UrsulaA December 2024Feature Requests
• 
  2

  Up Down
  Ability to import QIF files (edited)

  Active rminnich 65 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests
• 
  importing data from Quicken Classic Deluxe

  Closed trtrlik 233 views 5 comments 1 point Most recent by DannyB November 2024Getting Started
• 
  Import from credit card company gives positive and negative matching transactions

  Closed lsitongia 43 views 2 comments 0 points Most recent by lsitongia October 2024Troubleshooting
• 
  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
• 
  Import Transactions Issue (edited)

  Closed johnyc 41 views 1 comment 0 points Most recent by Coach Jon August 2024Managing Your Transactions
• 
  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 1 view 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests
• 
  7

  Up Down
  Ability to re-import exported CSV files (edited)

  Active nothin7 81 views 1 comment 7 points Most recent by KB2014 August 2024Feature Requests
• 
  Apple Card Manual CVS Import Not Working

  Closed grc 21 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
• 
  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 31 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
• 
  Repeat CSV Import - Error

  Closed John LeDonk 43 views 2 comments 0 points Most recent by Coach Jon July 2024Troubleshooting
• 
  Allow transactions to be imported by sale of stock units...

  Closed trycrmr 11 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback
• 
  31

  Up Down
  Ability to import QFX files (edited)

  Active Phssthpok 1.5K views 12 comments 31 points Most recent by dan-snelson July 2024Feature Requests
• 
  Ability to migrate from Simplifi to Quicken without losing data

  Closed Lisa O 41 views 1 comment 2 points Most recent by Coach Kristina June 2024Feedback
• 
  Post 06/20 - [Tracker] Mint Users with no csv files to import historical data (older than 7+yrs)

  Closed SRJ 62 views 1 comment 0 points Most recent by Coach Kristina June 2024Getting Started
• 
  Downloaded Mint data - all notepad files!

  Closed Scoutin' 138 views 2 comments 0 points Most recent by Coach Jon June 2024Getting Started
• 
  2

  Up Down
  Link account with Google Sheets

  Active Marcin 42 views 0 comments 2 points Started by Marcin June 2024 Feature Requests
• 
  4

  Up Down
  Import transactions from bank notification emails

  Active Marcin 51 views 0 comments 4 points Started by Marcin June 2024 Feature Requests
• 
  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 182 views 2 comments 0 points Most recent by Coach Natalie May 2024Known Product Issues
• 
  Where do I go to import net worth data???

  Answered ✓ Closed jkidd22 21 views 1 comment 0 points Most recent by jkidd22 May 2024Categories and Tags