Import

Discussion List

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  Import transactions from CSV no longer triggering Rules

  Bernardo 231 views 25 comments 0 points Most recent by DryHeat 1:22AMReport a Bug
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  Simplifi CSV Import — Category with "/" Not Recognized

  JMQkn 16 views 2 comments 0 points Most recent by Coach Jon March 20Troubleshooting
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  Converted PDF to CSV and unable to import into Quicken Simplifi [Edited]

  freyal12 72 views 15 comments 0 points Most recent by Coach Jon March 17Managing Your Transactions
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  Importing History

  Answered ✓ Closed lynchbro 48 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  CSV File Format

  Answered ✓ Closed lwyman 30 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 Most recent by wts January 29Report Missing Financial Institution or Biller
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  Importing History Limits? (edited)

  Closed lynchbro 7 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 133 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 17 views 2 comments 0 points Most recent by Coach Kristina December 2025Troubleshooting
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  Transaction export

  Closed IHasAQuestion 29 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 58 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 994 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 50 views 2 comments 0 points Most recent by DryHeat November 2025Getting Started
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  Import from Quicken

  Closed pcc 51 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 199 views 5 comments 0 points Most recent by DannyB October 2025Getting Started
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  CSV file upload issue

  Closed pom 41 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 Most recent by ssoko October 2025Feature Requests
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  Issue Importing CSV into Checking Account

  Closed Gotay 43 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 56 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 141 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 38 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 41 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 46 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 360 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 20 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting