Import

Discussion List

• 
  Import transactions from CSV no longer triggering Rules

  Bernardo 194 views 21 comments 0 points Most recent by Coach Jon March 6Report a Bug
• 
  Importing History

  Answered ✓ Closed lynchbro 39 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
• 
  CSV File Format

  Answered ✓ Closed lwyman 28 views 2 comments 0 points Most recent by lwyman February 5Adding and Updating Accounts
• 
  Merged: Revolut Bank

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

  Closed lynchbro 4 views 1 comment 0 points Most recent by lynchbro January 25Adding and Updating Accounts
• 
  10

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

  Active Vince 132 views 3 comments 10 points Most recent by sbennet1 January 13Feature Requests
• 
  Help! New HOA Treasurer, trying to restore QDF file to online..?

  Closed HOA Treas 13 views 2 comments 0 points Most recent by Coach Kristina December 2025Troubleshooting
• 
  Transaction export

  Closed IHasAQuestion 26 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
• 
  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 56 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
• 
  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 982 views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Backup prior to import?

  Answered ✓ Closed jude_est 48 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
• 
  Import from Quicken

  Closed pcc 46 views 1 comment 0 points Most recent by Coach Jon October 2025Feedback
• 
  considering migrating to Quicken Business & Personal, how to migrate data

  Closed dhdurgee 178 views 5 comments 0 points Most recent by DannyB October 2025Getting Started
• 
  CSV file upload issue

  Closed pom 35 views 4 comments 1 point Most recent by pom October 2025Troubleshooting
• 
  Merged: Expand the columns supported for importing transaction data

  Closed ssoko 1 view 0 comments 1 point Started by ssoko October 2025 Feature Requests
• 
  Issue Importing CSV into Checking Account

  Closed Gotay 41 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
• 
  Can I import data from Jan 2025 to present? (edited)

  Answered ✓ Closed dpham63 56 views 2 comments 0 points Most recent by DryHeat September 2025Getting Started
• 
  Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

  Answered ✓ Closed sazurb 131 views 1 comment 0 points Most recent by SRC54 August 2025Quicken Business & Personal Feedback
• 
  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 38 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Sluggish response after manual CSV import

  Closed Dann 21 views 2 comments 0 points Most recent by Dann July 2025Troubleshooting
• 
  Can Quicken Mac and Zoho Books be imported into QBP? (edited)

  Answered ✓ Closed Qsince92 21 views 2 comments 0 points Most recent by Qsince92 July 2025Getting Started
• 
  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 38 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions
• 
  Unable to Import Old Investment Transactions

  Closed g262 44 views 3 comments 0 points Most recent by Coach Jon June 2025Managing Your Transactions
• 
  Import a success, but transactions do not show up

  Closed Heilevang 352 views 20 comments 2 points Most recent by McB12 June 2025Adding and Updating Accounts
• 
  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 18 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
• 
  Merged: Ability to bulk-forget "Deleted" transactions so they can be re-imported

  Closed zbsh 1 view 0 comments 1 point Started by zbsh May 2025 Feature Requests
• 
  How do I transfer my cloud Quicken Classic data to Simplifi? (edited)

  Answered ✓ Closed Dick L 155 views 3 comments 0 points Most recent by Coach Jon May 2025Getting Started