Import

37

Up Down

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

Active corefi 577 views 19 comments 37 points Most recent by UrsulaA August 29Feature Requests
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 38 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
6

Up Down

Ability to re-import exported CSV files (edited)

Active nothin7 57 views 1 comment 6 points Most recent by KB2014 August 19Feature Requests
Apple Card Manual CVS Import Not Working

Closed grc 18 views 3 comments 0 points Most recent by UrsulaA August 6Troubleshooting
Imported transactions not showing under Transaction Activity (edited)

Closed pixie813 30 views 2 comments 0 points Most recent by UrsulaA August 4Troubleshooting
Repeat CSV Import - Error

Closed John LeDonk 29 views 2 comments 0 points Most recent by Coach Jon July 11Troubleshooting
Allow transactions to be imported by sale of stock units...

Closed trycrmr 9 views 1 comment 1 point Most recent by Coach Natalie July 2Feedback
26

Up Down

Ability to import QFX files (edited)

Active Phssthpok 1.3K views 12 comments 26 points Most recent by dan-snelson July 1Feature Requests
Ability to migrate from Simplifi to Quicken without losing data

Closed Lisa O 35 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 41 views 1 comment 0 points Most recent by Coach Kristina June 23Getting Started
Downloaded Mint data - all notepad files!

Closed Scoutin' 76 views 2 comments 0 points Most recent by Coach Jon June 11Getting Started
2

Up Down

Link account with Google Sheets

Active Marcin 32 views 0 comments 2 points Started by Marcin June 3 Feature Requests
3

Up Down

Import transactions from bank notification emails

Active Marcin 37 views 0 comments 3 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 163 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 19 views 1 comment 0 points Most recent by jkidd22 May 26Categories and Tags
Importing Account Balance For Connected Liability Accounts

Closed kilo23 204 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 48 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 116 views 1 comment 3 points Most recent by Coach Natalie April 15Share your Success!
Getting categories to import from .csv

Closed muel87 172 views 10 comments 0 points Most recent by muel87 April 13Categories and Tags
Import from Credit Karma?

Closed KGM 485 views 3 comments 0 points Most recent by N4KHQ April 7Managing Your Transactions
4

Up Down

Add a Transaction Import Log (edited)

Active hirzel 54 views 2 comments 4 points Most recent by Coach Natalie March 27Feature Requests
How to import and connect service without duplicate transactions?

Answered ✓ Closed Pablo Pennywise 73 views 4 comments 0 points Most recent by UrsulaA March 23Getting Started
Mint import process doesnt work as advertised

Closed muel87 32 views 2 comments 0 points Most recent by N4KHQ March 17Troubleshooting
Importing Historical Balance for a Brokerage Account actually purges all existing history

Closed David Yao 160 views 16 comments 1 point Most recent by Coach Jon March 14Report a Bug
Using the import balance history csv template- clarification

Closed ClaireD 35 views 2 comments 0 points Most recent by ClaireD March 12Troubleshooting