Import

Discussion List

• 
  Sluggish response after manual CSV import

  Closed Dann 27 views 2 comments 0 points Most recent by Dann July 2025Troubleshooting
• 
  Can Quicken Mac and Zoho Books be imported into QBP? (edited)

  Answered ✓ Closed Qsince92 25 views 2 comments 0 points Most recent by Qsince92 July 2025Getting Started
• 
  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 66 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions
• 
  Unable to Import Old Investment Transactions

  Closed g262 55 views 3 comments 0 points Most recent by Coach Jon June 2025Managing Your Transactions
• 
  Import a success, but transactions do not show up

  Closed Heilevang 443 views 20 comments 2 points Most recent by McB12 June 2025Adding and Updating Accounts
• 
  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 33 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
• 
  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
• 
  How do I transfer my cloud Quicken Classic data to Simplifi? (edited)

  Answered ✓ Closed Dick L 270 views 3 comments 0 points Most recent by Coach Jon May 2025Getting Started
• 
  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 60 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
• 
  Quicken 2009 Deluxe Upgrade

  Answered ✓ Closed dbeck18787 38 views 1 comment 0 points Most recent by Coach Kristina May 2025Getting Started
• 
  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Most recent by Dillon April 2025Feature Requests
• 
  8

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

  Active nothin7 105 views 2 comments 8 points Most recent by philipkd April 2025Feature Requests
• 
  Imports aren't working - has this been resolved?

  Closed lmwst36 12 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
• 
  Switching from YNAB

  Closed the_googe 460 views 5 comments 0 points Most recent by DryHeat April 2025Getting Started
• 
  42

  Up Down
  Ability to import QFX files (edited)

  Active Phssthpok 2K views 15 comments 42 points Most recent by SRC54 April 2025Feature Requests
• 
  Citi Personal Loan

  Closed Vinorixus 103 views 4 comments 0 points Most recent by Vinorixus March 2025Adding and Updating Accounts
• 
  Unable to delete future-dated imported transactions (edited)

  Closed EdCallahan 140 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 76 views 3 comments 0 points Most recent by Coach Jon March 2025Quicken Business & Personal Feedback
• 
  Importing SQUARE Transactions

  Answered ✓ Closed Jandi Creations 76 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 65 views 6 comments 1 point Most recent by Flopbot February 2025Categories and Tags
• 
  Anyone able to import old transactions?

  Answered ✓ Closed Bombay 62 views 1 comment 0 points Most recent by Coach Jon February 2025Managing Your Transactions
• 
  Classic Deluxe to QB&P Import and other

  Closed Bigtrace 67 views 1 comment 0 points Most recent by Coach Natalie January 2025Quicken Business & Personal Feedback
• 
  Struggling importing csv file from bank

  Closed David_S 54 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
• 
  Slashes in imported transactions

  Closed AllCdnBoy 15 views 1 comment 0 points Most recent by Coach Jon January 2025Troubleshooting
• 
  2

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

  Active sacrophyte 36 views 1 comment 2 points Most recent by sacrophyte December 2024Feature Requests
• 
  2

  Up Down
  Ability to import QIF files (edited)

  Active rminnich 142 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests