Import

Imports aren't working - has this been resolved?

Closed lmwst36 15 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting

Switching from YNAB

Closed the_googe 287 views 5 comments 0 points Most recent by DryHeat April 2025Getting Started

39

Ability to import QFX files (edited)

Active Phssthpok 1.8K views 15 comments 39 points Most recent by SRC54 April 2025Feature Requests

Citi Personal Loan

Closed Vinorixus 57 views 4 comments 0 points Most recent by Vinorixus March 2025Adding and Updating Accounts

Unable to delete future-dated imported transactions (edited)

Closed EdCallahan 106 views 8 comments 0 points Most recent by Coach Natalie March 2025Troubleshooting

Can I Import Classic Business & Personal into Quicken Simplifi Business & Personal? (edited)

Answered ✓ Closed wmurphy819 68 views 3 comments 0 points Most recent by Coach Jon March 2025Quicken Business & Personal Feedback

Importing SQUARE Transactions

Answered ✓ Closed Jandi Creations 39 views 1 comment 0 points Most recent by Coach Natalie February 2025Managing Your Transactions

Will putting a Tag value in a CSV import file create a new Tag in Simplifi?

Answered ✓ Closed DryHeat 47 views 6 comments 1 point Most recent by Flopbot February 2025Categories and Tags

Anyone able to import old transactions?

Answered ✓ Closed Bombay 51 views 1 comment 0 points Most recent by Coach Jon February 2025Managing Your Transactions

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

Struggling importing csv file from bank

Closed David_S 37 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Slashes in imported transactions

Closed AllCdnBoy 12 views 1 comment 0 points Most recent by Coach Jon January 2025Troubleshooting

2

Ability to import transactions from a PDF (edited)

Active sacrophyte 39 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests

Historical Balance .csv Import

Closed brianperry263 33 views 2 comments 0 points Most recent by brianperry263 December 2024Troubleshooting

2

Ability to import QIF files (edited)

Active rminnich 114 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests

importing data from Quicken Classic Deluxe

Closed trtrlik 519 views 5 comments 1 point Most recent by DannyB November 2024Getting Started

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

4

Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

Completed Closed Flopbot 65 views 2 comments 4 points Most recent by Flopbot August 2024Feature Requests

Import Transactions Issue (edited)

Closed johnyc 42 views 1 comment 0 points Most recent by Coach Jon August 2024Managing Your Transactions

Merged: Bulk delete imported NA / Unknown tags

DiZzyDMon 1 view 0 comments 2 points Started by DiZzyDMon August 2024 Feature Requests

Apple Card Manual CVS Import Not Working

Closed grc 24 views 3 comments 0 points Most recent by UrsulaA August 2024Troubleshooting

Imported transactions not showing under Transaction Activity (edited)

Closed pixie813 36 views 2 comments 0 points Most recent by UrsulaA August 2024Troubleshooting

Repeat CSV Import - Error

Closed John LeDonk 85 views 2 comments 0 points Most recent by Coach Jon July 2024Troubleshooting

Allow transactions to be imported by sale of stock units...

Closed trycrmr 13 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback

2

Link account with Google Sheets

Active Marcin 50 views 0 comments 2 points Started by Marcin June 2024 Feature Requests

4

Import transactions from bank notification emails

Active Marcin 54 views 0 comments 4 points Started by Marcin June 2024 Feature Requests

Import

Discussion List