Discussion List

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  43

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

  Active corefi 693 views 22 comments 43 points Most recent by DryHeat March 30Feature Requests
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  32

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  Ability to import QFX files (edited)

  Active Phssthpok 1.6K views 13 comments 32 points Most recent by kenb March 30Feature Requests
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  Citi Personal Loan

  Vinorixus 16 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)

  EdCallahan 82 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 ✓ wmurphy819 26 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 14 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 36 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 36 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 27 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 27 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 34 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting
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  Ability to import QIF files (edited)

  Active rminnich 66 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 240 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 43 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 42 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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  7

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  Ability to re-import exported CSV files (edited)

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

  Closed grc 21 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 31 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Repeat CSV Import - Error

  Closed John LeDonk 44 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 11 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback
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  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
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  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
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  Downloaded Mint data - all notepad files!

  Closed Scoutin' 139 views 2 comments 0 points Most recent by Coach Jon June 2024Getting Started
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  2

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  Link account with Google Sheets

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

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  Import transactions from bank notification emails

  Active Marcin 52 views 0 comments 4 points Started by Marcin June 2024 Feature Requests
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  [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