Import

Discussion List

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  Import Records Beginning at a Specific Date

  Answered ✓ Stevefxp 16 views 3 comments 0 points Most recent by Coach Jon July 7Managing Your Transactions
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  Unable to Import Old Investment Transactions

  g262 12 views 3 comments 0 points Most recent by Coach Jon June 30Managing Your Transactions
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  Import a success, but transactions do not show up

  Closed Heilevang 191 views 20 comments 2 points Most recent by McB12 June 4Adding and Updating Accounts
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  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 11 views 1 comment 0 points Most recent by Coach Natalie June 2Troubleshooting
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  Ability to import transactions via CSV more than once (edited)

  Active Vince 112 views 1 comment 5 points Most recent by zbsh May 31Feature Requests
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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 31 Feature Requests
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  How do I transfer my cloud Quicken Classic data to Simplifi? (edited)

  Answered ✓ Closed Dick L 56 views 3 comments 0 points Most recent by Coach Jon May 27Getting Started
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 22 views 1 comment 0 points Most recent by SRC54 May 26Getting Started
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  Quicken 2009 Deluxe Upgrade

  Answered ✓ Closed dbeck18787 21 views 1 comment 0 points Most recent by Coach Kristina May 10Getting Started
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  More detailed CSV imports (categories, description, notes) [edited]

  Active corefi 754 views 24 comments 51 points Most recent by Dillon April 23Feature Requests
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  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Started by Dillon April 23 Feature Requests
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  Need to know more about Simplifi

  Answered ✓ Closed CaliQkn 41 views 6 comments 0 points Most recent by CaliQkn April 22Getting Started
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  8

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  Ability to re-import exported CSV files (edited)

  Active nothin7 92 views 2 comments 8 points Most recent by philipkd April 22Feature Requests
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  Imports aren't working - has this been resolved?

  Closed lmwst36 11 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  Switching from YNAB

  Closed the_googe 124 views 5 comments 0 points Most recent by DryHeat April 3Getting Started
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  34

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  Ability to import QFX files (edited)

  Active Phssthpok 1.7K views 15 comments 34 points Most recent by SRC54 April 1Feature Requests
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  Citi Personal Loan

  Closed Vinorixus 31 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)

  Closed EdCallahan 81 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 ✓ Closed wmurphy819 52 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 21 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 42 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 41 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 42 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 31 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 32 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
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  Historical Balance .csv Import

  Closed brianperry263 31 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting
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  Ability to import QIF files (edited)

  Active rminnich 82 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 334 views 5 comments 1 point Most recent by DannyB November 2024Getting Started