Discussion List

• 
  Simple only importing part of CSV file

  Closed HudsonGuy 52 views 3 comments 2 points Most recent by UrsulaA February 2024Troubleshooting
• 
  Historical Balance Import not working for loans

  Closed UrsulaA 111 views 6 comments 1 point Most recent by Coach Natalie February 2024Report a Bug
• 
  Import Account Balance History not working for Investment Accounts

  Closed UrsulaA 371 views 21 comments 2 points Most recent by Coach Natalie February 2024Report a Bug
• 
  Merged: Import Transactions from a CSV file no longer works

  Bernardo 1 view 0 comments 0 points Started by Bernardo February 2024 Report a Bug
• 
  4
  Ability to import net worth data for investment accounts

  Already Offered Closed UrsulaA 272 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests
• 
  CollegeBoundSaver Rhode Island

  Closed Prestonian 55 views 1 comment 1 point Most recent by Coach Natalie February 2024Adding and Updating Accounts
• 
  How do I import balances for investment accounts that are marked as closed?

  Answered ✓ Closed System 31 views 4 comments 0 points Most recent by UrsulaA February 2024Troubleshooting
• 
  Does the net worth history import template file work?

  Closed UrsulaA 61 views 5 comments 0 points Most recent by Coach Kristina February 2024Report a Bug
• 
  Networth import was not showing up initially for me.

  Closed FutureEye 11 views 0 comments 6 points Started by FutureEye February 2024 Troubleshooting
• 
  My decision factor to pick simplify came down to Networth history import.

  Closed FutureEye 32 views 0 comments 3 points Started by FutureEye February 2024 Share your Success!
• 
  Removing Duplicates when Importing From Mint

  Answered ✓ Closed SSP 212 views 1 comment 0 points Most recent by UrsulaA February 2024Getting Started
• 
  4

  Up Down
  Mobile App: Ability to import transactions (edited)

  Active llamafilm 61 views 0 comments 4 points Started by llamafilm February 2024 Feature Requests
• 
  Matching Manual Apple Card transactions with CSV Import

  Answered ✓ Closed brucelee1968 41 views 2 comments 0 points Most recent by brucelee1968 February 2024Managing Your Transactions
• 
  Duplicate imports from Mint

  Answered ✓ Closed ebgoodman 31 views 2 comments 0 points Most recent by UrsulaA January 2024Troubleshooting
• 
  Need some Mint Import Clarifications Please

  Closed WolfieGirl 657 views 14 comments 0 points Most recent by Mercs January 2024Managing Your Transactions
• 
  Mint Import truncates tags

  Answered ✓ Closed UrsulaA 91 views 7 comments 0 points Most recent by Mercs January 2024Feedback
• 
  Importing Categories, Transfers, and Splits

  Answered ✓ Closed dmignola 536 views 11 comments 0 points Most recent by UrsulaA January 2024Feedback
• 
  My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

  Answered ✓ Closed Sheri 141 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started
• 
  Lost Transactions During Mint Transaction Import Process in Simplifi (edited)

  Closed Rstar 131 views 7 comments 1 point Most recent by UrsulaA January 2024Report a Bug
• 
  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 322 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions
• 
  Difficulties importing from Mint

  Answered ✓ jph 371 views 4 comments 0 points Most recent by jph January 2024Getting Started
• 
  Simplifi lets you import duplicates but not reimport after deleting?

  Closed Etch44 153 views 5 comments 1 point Most recent by Lee B January 2024Managing Your Transactions
• 
  Can I delete an account then re-establish ?

  Answered ✓ Closed BGilbert 279 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started
• 
  I added bank account 1st. Now can't import from Mint

  Closed Jeffro14 71 views 11 comments 0 points Most recent by Jeffro14 January 2024Adding and Updating Accounts
• 
  CSV import leaves out transactions prior to 2020

  Closed dont 61 views 2 comments 0 points Most recent by dont January 2024Managing Your Transactions
• 
  Issues importing transactions from Mint (edited)

  Closed neon45 41 views 3 comments 0 points Most recent by neon45 January 2024Adding and Updating Accounts
• 
  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 81 views 0 comments 1 point Started by Randy1234 January 2024 Adding and Updating Accounts
• 
  Mint Import Not working

  Closed Lee B 1.8K views 32 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
• 
  Importing mint transactions after adding accounts

  Answered ✓ Closed yokuyuki 383 views 4 comments 0 points Most recent by Coach Natalie January 2024Getting Started