Import

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 643 views 14 comments 0 points Most recent by Mercs January 28Managing Your Transactions
Mint Import truncates tags

Answered ✓ Closed UrsulaA 93 views 7 comments 0 points Most recent by Mercs January 28Feedback
Importing Categories, Transfers, and Splits

Answered ✓ Closed dmignola 301 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 142 views 5 comments 0 points Most recent by UrsulaA January 26Getting Started
Lost Transactions During Mint Transaction Import Process in Simplifi (edited)

Closed Rstar 134 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 283 views 12 comments 6 points Most recent by UrsulaA January 21Managing Your Transactions
Difficulties importing from Mint

Answered ✓ jph 364 views 4 comments 0 points Most recent by jph January 20Getting Started
Simplifi lets you import duplicates but not reimport after deleting?

Closed Etch44 132 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 181 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 70 views 11 comments 0 points Most recent by Jeffro14 January 18Adding and Updating Accounts
CSV import leaves out transactions prior to 2020

Closed dont 61 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 75 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 275 views 4 comments 0 points Most recent by Coach Natalie January 11Getting Started
Mint Import - Simplifi renames Description

Closed Gerald 64 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 271 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 184 views 2 comments 0 points Most recent by UrsulaA January 5Troubleshooting
Mint importing transactions into Simplifi

Closed BGilbert 183 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 93 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 98 views 7 comments 0 points Most recent by N4KHQ January 1Managing Your Transactions
Import Issues - Is the process still just buggy?

Closed aolafsson 115 views 5 comments 0 points Most recent by UrsulaA December 2023Report a Bug
Import Investments History from Mint (edited)

Closed LarsLooperMan 256 views 4 comments 0 points Most recent by fortitood December 2023Investments
Imported Apple Card payment not showing + Green

Closed N4KHQ 61 views 3 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions
Import Not Working

Closed secondchances 51 views 0 comments 2 points Started by secondchances December 2023 Troubleshooting
Import from Mint (successful) but where are my transactions?

Answered ✓ Closed L.Ng86 54 views 2 comments 0 points Most recent by L.Ng86 December 2023Troubleshooting
Is there a size limit on file drops when importing transactions from csv? (edited)

Answered ✓ Closed Vincent 148 views 7 comments 0 points Most recent by neon45 December 2023Troubleshooting