Import

Discussion List

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  1

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

  Active corefi 63 views 4 comments 1 point Most recent by Gonzalo May 19Feature Requests
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  10

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  Ability to import QFX files (edited)

  Active Phssthpok 280 views 4 comments 10 points Most recent by GreenSpring May 18Feature Requests
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  Import for Apple credit card transaction

  Answered ✓ Closed asubbaiyanprof 94 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 89 views 6 comments 0 points 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 50 views 0 comments 3 points Started by Vince December 2022 Feature Requests
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  api for adding broken connections

  Answered ✓ Closed Melvin 24 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 36 views 4 comments 0 points Most recent by DannyB November 2022Adding and Updating Accounts
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  can you import a list of categories and / or subcategories

  Answered ✓ Closed KCduke 33 views 2 comments 0 points Most recent by Flopbot November 2022Managing Your Transactions
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  Does Citibank enable customers to download .qfx files? (edited)

  Answered ✓ Closed athena17 243 views 8 comments 0 points Most recent by Coach Natalie September 2022Adding and Updating Accounts
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  #TipTuesday: Tips to ensure a successful CSV import.

  Closed Coach Blake 348 views 4 comments 0 points Most recent by corefi September 2022Managing Your Transactions
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  Import from Mint does not categorize transactions correctly

  Answered ✓ Closed bcrossman 85 views 9 comments 0 points Most recent by Coach Natalie August 2022Troubleshooting
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  With new Import/Export, should I be able to import/export from/to Quicken?

  Answered ✓ Closed RobWilk 61 views 1 comment 0 points Most recent by Coach Natalie July 2022Managing Your Transactions
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  Apple Card CSV import doesn't work

  Answered ✓ Closed jordanmerrick 31 views 3 comments 0 points Most recent by Coach Natalie May 2022Managing Your Transactions
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  Apple Card CSV import failing

  Closed bmeyers 41 views 1 comment 0 points Most recent by Coach Natalie April 2022Managing Your Transactions
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  4

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  Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

  Active Flopbot 16 views 0 comments 4 points Started by Flopbot March 2022 Feature Requests
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  Apple Card CSV import fails

  Closed JayGee 29 views 1 comment 0 points Most recent by Coach Natalie February 2022Managing Your Transactions
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  Can I upload manual transactions to a linked account without compromising synchronization?

  Answered ✓ Closed Scuttlelark 15 views 1 comment 0 points Most recent by Boydston February 2022Troubleshooting
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  Taxable Dividends & Associated Investment Cash Accounts

  Closed SRC54 17 views 3 comments 0 points Most recent by Coach Natalie February 2022Investments
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  New User wants to add transactions

  Answered ✓ Closed SamPrints 16 views 1 comment 0 points Most recent by Coach Natalie January 2022Getting Started
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  Importing transactions from CSV

  Answered ✓ Closed Jedp 49 views 2 comments 0 points Most recent by Jedp January 2022Report a Bug
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  Cannot Upload any transactions

  Closed Eileen A. 113 views 11 comments 0 points Most recent by Eileen A. January 2022Managing Your Transactions
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  Importing from ynab

  Answered ✓ Closed kwillikaw 117 views 1 comment 0 points Most recent by Coach Natalie December 2021Getting Started
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  Can you import Quicken data to Simplifi

  Answered ✓ Closed Reece 168 views 1 comment 0 points Most recent by Coach Natalie October 2021Getting Started
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  Manually uploading older transactions isn't working correctly (edited)

  Closed sabrina.blue 142 views 3 comments 0 points Most recent by Coach Natalie September 2021Managing Your Transactions
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  3

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  Add a Transaction Import Log (edited)

  Active hirzel 14 views 1 comment 3 points Most recent by Coach Natalie November 2020Feature Requests
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  3
  Import transactions that automatically works with Apple Card

  Completed Closed under_crtl 1.5K views 2 comments 3 points Most recent by Nando September 2020Feature Requests
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  29
  Import Transactions

  Completed Closed robert 1.1K views 44 comments 29 points Most recent by TheNigerianPrince September 2020Feature Requests