Import

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 201 views 1 comment 0 points Most recent by UrsulaA February 7Getting Started

4

Mobile App: Ability to import transactions (edited)

Active llamafilm 62 views 0 comments 4 points Started by llamafilm February 6 Feature Requests

Matching Manual Apple Card transactions with CSV Import

Answered ✓ Closed brucelee1968 43 views 2 comments 0 points Most recent by brucelee1968 February 1Managing Your Transactions

Duplicate imports from Mint

Answered ✓ Closed ebgoodman 33 views 2 comments 0 points Most recent by UrsulaA January 29Troubleshooting

Need some Mint Import Clarifications Please

Closed WolfieGirl 652 views 14 comments 0 points Most recent by Mercs January 28Managing Your Transactions

Mint Import truncates tags

Answered ✓ Closed UrsulaA 94 views 7 comments 0 points Most recent by Mercs January 28Feedback

Importing Categories, Transfers, and Splits

Answered ✓ Closed dmignola 380 views 11 comments 0 points Most recent by UrsulaA January 26Feedback

My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

Answered ✓ Closed Sheri 147 views 5 comments 0 points Most recent by UrsulaA January 26Getting Started

Lost Transactions During Mint Transaction Import Process in Simplifi (edited)

Closed Rstar 136 views 7 comments 1 point Most recent by UrsulaA January 24Report a Bug

Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

Closed aolafsson 310 views 12 comments 6 points Most recent by UrsulaA January 21Managing Your Transactions

Difficulties importing from Mint

Answered ✓ jph 373 views 4 comments 0 points Most recent by jph January 20Getting Started

Simplifi lets you import duplicates but not reimport after deleting?

Closed Etch44 144 views 5 comments 1 point Most recent by Lee B January 20Managing Your Transactions

Can I delete an account then re-establish ?

Answered ✓ Closed BGilbert 224 views 5 comments 0 points Most recent by UrsulaA January 18Getting 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 18Adding and Updating Accounts

CSV import leaves out transactions prior to 2020

Closed dont 62 views 2 comments 0 points Most recent by dont January 15Managing Your Transactions

Issues importing transactions from Mint (edited)

Closed neon45 44 views 3 comments 0 points Most recent by neon45 January 15Adding 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 15 Adding and Updating Accounts

Mint Import Not working

Closed Lee B 1.8K views 32 comments 1 point Most recent by UrsulaA January 11Managing Your Transactions

Importing mint transactions after adding accounts

Answered ✓ Closed yokuyuki 340 views 4 comments 0 points Most recent by Coach Natalie January 11Getting Started

Mint Import - Simplifi renames Description

Closed Gerald 65 views 4 comments 0 points Most recent by Coach Natalie January 10Getting Started

I am only able to import Mint data from Jan 2020

Closed System 273 views 12 comments 1 point Most recent by @PigMan January 8Troubleshooting

Mint Import

Answered ✓ Closed hewendataway 97 views 1 comment 0 points Most recent by UrsulaA January 6Getting Started

Unable to Import Mint Transactions

Closed cubfan4real 197 views 2 comments 0 points Most recent by UrsulaA January 5Troubleshooting

Mint importing transactions into Simplifi

Closed BGilbert 208 views 1 comment 0 points Most recent by Coach Natalie January 4Getting Started

Re-importing transactions (edited)

Answered ✓ Closed pranjlipandya 55 views 1 comment 0 points Most recent by UrsulaA January 4Troubleshooting

Erroneous Transaction Data Generated when Linking

Closed GS1 94 views 8 comments 1 point Most recent by Coach Natalie January 3Report a Bug

Will manual transactions "clear" by uploading .csv file?

Answered ✓ Closed MegGuyver 101 views 7 comments 0 points Most recent by N4KHQ January 1Managing Your Transactions

Import Issues - Is the process still just buggy?

Closed aolafsson 123 views 5 comments 0 points Most recent by UrsulaA December 2023Report a Bug

Import

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