Import

Discussion List

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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 32 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Sluggish response after manual CSV import

  Closed Dann 32 views 2 comments 0 points Most recent by Dann July 2025Troubleshooting
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  Can Quicken Mac and Zoho Books be imported into QBP? (edited)

  Answered ✓ Closed Qsince92 32 views 2 comments 0 points Most recent by Qsince92 July 2025Getting Started
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  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 82 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Unable to Import Old Investment Transactions

  Closed g262 71 views 3 comments 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Import a success, but transactions do not show up

  Closed Heilevang 602 views 20 comments 2 points Most recent by McB12 June 2025Adding and Updating Accounts
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  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 52 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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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 351 views 3 comments 0 points Most recent by Coach Jon May 2025Getting Started
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  Quicken Classic vs Simplifi

  Answered ✓ Closed Moorrf 72 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Quicken 2009 Deluxe Upgrade

  Answered ✓ Closed dbeck18787 51 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 121 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 541 views 5 comments 0 points Most recent by DryHeat April 2025Getting Started
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  Ability to import QFX files (edited)

  Active Phssthpok 2.1K views 15 comments 46 points Most recent by SRC54 April 2025Feature Requests
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  Citi Personal Loan

  Closed Vinorixus 131 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 181 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 81 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 294 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 113 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 81 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 81 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 51 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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  Ability to import QIF files (edited)

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