Import

Discussion List

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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 Most recent by zbsh May 2025Feature Requests
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  How do I transfer my cloud Quicken Classic data to Simplifi? (edited)

  Answered ✓ Closed Dick L 192 views 3 comments 0 points Most recent by Coach Jon May 2025Getting Started
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 43 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Quicken 2009 Deluxe Upgrade

  Answered ✓ Closed dbeck18787 36 views 1 comment 0 points Most recent by Coach Kristina May 2025Getting Started
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  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Most recent by Dillon April 2025Feature Requests
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  Ability to re-import exported CSV files (edited)

  Active nothin7 102 views 2 comments 8 points Most recent by philipkd April 2025Feature 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 2025Troubleshooting
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  Switching from YNAB

  Closed the_googe 388 views 5 comments 0 points Most recent by DryHeat April 2025Getting Started
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  40

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  Ability to import QFX files (edited)

  Active Phssthpok 1.9K views 15 comments 40 points Most recent by SRC54 April 2025Feature Requests
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  Citi Personal Loan

  Closed Vinorixus 91 views 4 comments 0 points Most recent by Vinorixus March 2025Adding and Updating Accounts
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  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 121 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting
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  Can I Import Classic Business & Personal into Quicken Simplifi Business & Personal? (edited)

  Answered ✓ Closed wmurphy819 64 views 3 comments 0 points Most recent by Coach Jon March 2025Quicken Business & Personal Feedback
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  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 53 views 1 comment 0 points Most recent by Coach Natalie February 2025Managing 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 41 views 6 comments 1 point Most recent by Flopbot February 2025Categories and Tags
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  Anyone able to import old transactions?

  Answered ✓ Closed Bombay 51 views 1 comment 0 points Most recent by Coach Jon February 2025Managing Your Transactions
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  Classic Deluxe to QB&P Import and other

  Closed Bigtrace 62 views 1 comment 0 points Most recent by Coach Natalie January 2025Quicken Business & Personal Feedback
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  Struggling importing csv file from bank

  Closed David_S 42 views 1 comment 0 points Most recent by Coach Jon January 2025Adding 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 2025Troubleshooting
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  Ability to import transactions from a PDF (edited)

  Active sacrophyte 31 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
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  Historical Balance .csv Import

  Closed brianperry263 51 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting
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  2

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  Ability to import QIF files (edited)

  Active rminnich 124 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 722 views 5 comments 2 points Most recent by DannyB November 2024Getting Started
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  Import from credit card company gives positive and negative matching transactions

  Closed lsitongia 71 views 2 comments 0 points Most recent by lsitongia October 2024Troubleshooting
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  4
  Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

  Completed Closed Flopbot 61 views 2 comments 4 points Most recent by Flopbot August 2024Feature Requests
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  Import Transactions Issue (edited)

  Closed johnyc 42 views 1 comment 0 points Most recent by Coach Jon August 2024Managing Your Transactions
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  Merged: Bulk delete imported NA / Unknown tags

  DiZzyDMon 1 view 0 comments 2 points Most recent by DiZzyDMon August 2024Feature Requests
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  Apple Card Manual CVS Import Not Working

  Closed grc 41 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
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  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 31 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting
• 
  Repeat CSV Import - Error

  Closed John LeDonk 122 views 2 comments 0 points Most recent by Coach Jon July 2024Troubleshooting