Import

Discussion List

• 
  2

  Up Down
  Ability to import transactions from a PDF (edited)

  Active sacrophyte 20 views 1 comment 2 points Most recent by sacrophyte December 10Feature Requests
• 
  Historical Balance .csv Import

  brianperry263 27 views 2 comments 0 points Most recent by brianperry263 December 3Troubleshooting
• 
  40

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

  Active corefi 628 views 21 comments 40 points Most recent by UrsulaA December 2Feature Requests
• 
  2

  Up Down
  Ability to import QIF files (edited)

  Active rminnich 30 views 1 comment 2 points Most recent by Coach Kristina November 24Feature Requests
• 
  importing data from Quicken Classic Deluxe

  Closed trtrlik 89 views 5 comments 1 point Most recent by DannyB November 20Getting Started
• 
  Import from credit card company gives positive and negative matching transactions

  Closed lsitongia 29 views 2 comments 0 points Most recent by lsitongia October 16Troubleshooting
• 
  4
  Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

  Completed Closed Flopbot 62 views 2 comments 4 points Most recent by Flopbot August 29Feature Requests
• 
  Import Transactions Issue (edited)

  Closed johnyc 45 views 1 comment 0 points Most recent by Coach Jon August 27Managing Your Transactions
• 
  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 4 views 0 comments 2 points Started by DiZzyDMon August 24 Feature Requests
• 
  7

  Up Down
  Ability to re-import exported CSV files (edited)

  Active nothin7 68 views 1 comment 7 points Most recent by KB2014 August 19Feature Requests
• 
  Apple Card Manual CVS Import Not Working

  Closed grc 20 views 3 comments 0 points Most recent by UrsulaA August 6Troubleshooting
• 
  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 35 views 2 comments 0 points Most recent by UrsulaA August 4Troubleshooting
• 
  Repeat CSV Import - Error

  Closed John LeDonk 38 views 2 comments 0 points Most recent by Coach Jon July 11Troubleshooting
• 
  Allow transactions to be imported by sale of stock units...

  Closed trycrmr 13 views 1 comment 1 point Most recent by Coach Natalie July 2Feedback
• 
  28

  Up Down
  Ability to import QFX files (edited)

  Active Phssthpok 1.4K views 12 comments 28 points Most recent by dan-snelson July 1Feature Requests
• 
  Ability to migrate from Simplifi to Quicken without losing data

  Closed Lisa O 41 views 1 comment 1 point Most recent by Coach Kristina June 23Feedback
• 
  Post 06/20 - [Tracker] Mint Users with no csv files to import historical data (older than 7+yrs)

  Closed SRJ 50 views 1 comment 0 points Most recent by Coach Kristina June 23Getting Started
• 
  Downloaded Mint data - all notepad files!

  Closed Scoutin' 102 views 2 comments 0 points Most recent by Coach Jon June 11Getting Started
• 
  2

  Up Down
  Link account with Google Sheets

  Active Marcin 35 views 0 comments 2 points Started by Marcin June 3 Feature Requests
• 
  4

  Up Down
  Import transactions from bank notification emails

  Active Marcin 45 views 0 comments 4 points Started by Marcin June 3 Feature Requests
• 
  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 179 views 2 comments 0 points Most recent by Coach Natalie May 28Known Product Issues
• 
  Where do I go to import net worth data???

  Answered ✓ Closed jkidd22 20 views 1 comment 0 points Most recent by jkidd22 May 26Categories and Tags
• 
  Importing Account Balance For Connected Liability Accounts

  Closed kilo23 212 views 12 comments 2 points Most recent by Coach Natalie May 9Troubleshooting
• 
  Question About Importing Applecard Transactions (edited)

  Answered ✓ Closed krmjo 52 views 3 comments 0 points Most recent by krmjo May 5Managing Your Transactions
• 
  1

  Up Down
  Merge Imported Mint Tags with Quicken Simplifi Tags (edited)

  Active mandie1008 17 views 0 comments 1 point Started by mandie1008 April 29 Feature Requests
• 
  Mint download

  Closed Thanley1230 34 views 2 comments 0 points Most recent by Coach Kristina April 28Getting Started
• 
  Help importing JSON file (edited)

  Closed bmacd615 58 views 1 comment 0 points Most recent by Coach Jon April 16Troubleshooting
• 
  The fix for Mint's CSV and JSON export file mess

  Closed nothin7 139 views 1 comment 3 points Most recent by Coach Natalie April 15Share your Success!
• 
  Getting categories to import from .csv

  Closed muel87 197 views 10 comments 0 points Most recent by muel87 April 13Categories and Tags
• 
  Import from Credit Karma?

  Closed KGM 609 views 3 comments 0 points Most recent by N4KHQ April 7Managing Your Transactions