Import

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 166 views 16 comments 1 point Most recent by Coach Jon March 14Report a Bug

Using the import balance history csv template- clarification

Closed ClaireD 40 views 2 comments 0 points Most recent by ClaireD March 12Troubleshooting

How do I get a call back on my unfinished appointment?

Answered ✓ Closed Joy T 43 views 5 comments 0 points Most recent by Coach Natalie March 12Troubleshooting

Split transactions from Mint have imported duplicates

Closed Aranel 46 views 2 comments 0 points Most recent by Coach Jon March 11Getting Started

Quicken Simplifi chrome extensions

Closed bfng3569 762 views 11 comments 0 points Most recent by Coach Jon March 11Troubleshooting

142

Ability to import net worth data from other personal finance apps, such as Mint (edited)

Completed Closed FutureEye 3.5K views 95 comments 142 points Most recent by TRS_One March 11Feature Requests

How do I delete imported account balance data?

Answered ✓ Closed Aranel 52 views 2 comments 0 points Most recent by Aranel March 11Troubleshooting

Balance History Issue on iPad

Closed System 22 views 6 comments 0 points Most recent by Coach Jon March 9Troubleshooting

Duplicate entries after importing (edited)

Answered ✓ Closed Turczyn306 56 views 1 comment 0 points Most recent by Coach Jon March 8Managing Your Transactions

Import Apple Card transactions on iOS

Answered ✓ Closed llamafilm 337 views 4 comments 1 point Most recent by Coach Natalie March 6Adding and Updating Accounts

Net worth import fixed for investment & loan accounts in web but not in mobile (edited)

Closed FutureEye 356 views 33 comments 0 points Most recent by FutureEye March 4Report a Bug

Problems re-importing transactions that were deleted

Closed System 26 views 6 comments 0 points Most recent by Coach Kristina March 3Feedback

Trying to import data from Mint and it's taking way too long [Edited]

Closed hofer36 35 views 1 comment 0 points Most recent by UrsulaA March 3Troubleshooting

Can I fix missing transactions by manually importing them from a csv file?

Answered ✓ Closed SeattleGuy 112 views 2 comments 0 points Most recent by SeattleGuy February 28Managing Your Transactions

Issue with Incorrect Historical Account Balance Data

Closed amross 193 views 4 comments 0 points Most recent by Coach Natalie February 27Using Reports

Can't select a csv file for upload

Closed grc 150 views 11 comments 1 point Most recent by UrsulaA February 19Troubleshooting

Simple only importing part of CSV file

Closed HudsonGuy 47 views 3 comments 2 points Most recent by UrsulaA February 17Troubleshooting

Historical Balance Import not working for loans

Closed UrsulaA 111 views 6 comments 1 point Most recent by Coach Natalie February 16Report a Bug

Import Account Balance History not working for Investment Accounts

Closed UrsulaA 365 views 21 comments 2 points Most recent by Coach Natalie February 16Report a Bug

Merged: Import Transactions from a CSV file no longer works

Bernardo 1 view 0 comments 0 points Started by Bernardo February 16 Report a Bug

4

Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 277 views 16 comments 4 points Most recent by FutureEye February 14Feature Requests

CollegeBoundSaver Rhode Island

Closed Prestonian 50 views 1 comment 1 point Most recent by Coach Natalie February 14Adding and Updating Accounts

How do I import balances for investment accounts that are marked as closed?

Answered ✓ Closed System 33 views 4 comments 0 points Most recent by UrsulaA February 13Troubleshooting

Does the net worth history import template file work?

Closed UrsulaA 69 views 5 comments 0 points Most recent by Coach Kristina February 11Report a Bug

Networth import was not showing up initially for me.

Closed FutureEye 12 views 0 comments 6 points Started by FutureEye February 8 Troubleshooting

My decision factor to pick simplify came down to Networth history import.

Closed FutureEye 33 views 0 comments 3 points Started by FutureEye February 7

Removing Duplicates when Importing From Mint

Answered ✓ Closed SSP 199 views 1 comment 0 points Most recent by UrsulaA February 7Getting Started

Import

Discussion List