Import

Discussion List

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  Importing History

  Answered ✓ lynchbro 25 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CSV File Format

  Answered ✓ lwyman 24 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 Started by wts January 29 Report Missing Financial Institution
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  Import transactions from CSV no longer triggering Rules

  Bernardo 125 views 12 comments 0 points Most recent by Bernardo January 28Troubleshooting
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  Importing History Limits? (edited)

  lynchbro 2 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 132 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 11 views 2 comments 0 points Most recent by Coach Kristina December 2025Troubleshooting
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  Transaction export

  Closed IHasAQuestion 23 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 55 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 961 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 48 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Import from Quicken

  Closed pcc 43 views 1 comment 0 points Most recent by Coach Jon October 2025Feedback
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  considering migrating to Quicken Business & Personal, how to migrate data

  Closed dhdurgee 144 views 5 comments 0 points Most recent by DannyB October 2025Getting Started
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  CSV file upload issue

  Closed pom 32 views 4 comments 1 point Most recent by pom October 2025Troubleshooting
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  Merged: Expand the columns supported for importing transaction data

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

  Closed Gotay 37 views 2 comments 0 points Most recent by DryHeat September 2025Feedback
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  Can I import data from Jan 2025 to present? (edited)

  Answered ✓ Closed dpham63 54 views 2 comments 0 points Most recent by DryHeat September 2025Getting Started
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  Can I migrate data from Quicken Classic Business & Personal to Quicken Business & Personal?

  Answered ✓ Closed sazurb 121 views 1 comment 0 points Most recent by SRC54 August 2025Quicken Business & Personal Feedback
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 34 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Sluggish response after manual CSV import

  Closed Dann 21 views 2 comments 0 points Most recent by Dann July 2025Troubleshooting
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  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
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  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 32 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Unable to Import Old Investment Transactions

  Closed g262 35 views 3 comments 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Import a success, but transactions do not show up

  Closed Heilevang 338 views 20 comments 2 points Most recent by McB12 June 2025Adding and Updating Accounts
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  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 14 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  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
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  How do I transfer my cloud Quicken Classic data to Simplifi? (edited)

  Answered ✓ Closed Dick L 143 views 3 comments 0 points Most recent by Coach Jon May 2025Getting Started
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 42 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started