Import

Discussion List

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  4

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  Mobile App: Ability to import transactions (edited)

  Active llamafilm 62 views 0 comments 4 points Started by llamafilm February 6 Feature Requests
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  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
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  Duplicate imports from Mint

  Answered ✓ Closed ebgoodman 33 views 2 comments 0 points Most recent by UrsulaA January 29Troubleshooting
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  Need some Mint Import Clarifications Please

  Closed WolfieGirl 648 views 14 comments 0 points Most recent by Mercs January 28Managing Your Transactions
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  Mint Import truncates tags

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

  Answered ✓ Closed dmignola 344 views 11 comments 0 points Most recent by UrsulaA January 26Feedback
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  My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

  Answered ✓ Closed Sheri 143 views 5 comments 0 points Most recent by UrsulaA January 26Getting Started
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  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
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  Import Tip: Put Your Category in the Tag Column (it doesn't always load category from the CSV)

  Closed aolafsson 291 views 12 comments 6 points Most recent by UrsulaA January 21Managing Your Transactions
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  Difficulties importing from Mint

  Answered ✓ jph 371 views 4 comments 0 points Most recent by jph January 20Getting Started
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  Simplifi lets you import duplicates but not reimport after deleting?

  Closed Etch44 140 views 5 comments 1 point Most recent by Lee B January 20Managing Your Transactions
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  Can I delete an account then re-establish ?

  Answered ✓ Closed BGilbert 198 views 5 comments 0 points Most recent by UrsulaA January 18Getting Started
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  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
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  CSV import leaves out transactions prior to 2020

  Closed dont 62 views 2 comments 0 points Most recent by dont January 15Managing Your Transactions
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  Issues importing transactions from Mint (edited)

  Closed neon45 44 views 3 comments 0 points Most recent by neon45 January 15Adding and Updating Accounts
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  Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

  Closed Randy1234 78 views 0 comments 1 point Started by Randy1234 January 15 Adding and Updating Accounts
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  Mint Import Not working

  Closed Lee B 1.8K views 32 comments 1 point Most recent by UrsulaA January 11Managing Your Transactions
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  Importing mint transactions after adding accounts

  Answered ✓ Closed yokuyuki 319 views 4 comments 0 points Most recent by Coach Natalie January 11Getting Started
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  Mint Import - Simplifi renames Description

  Closed Gerald 64 views 4 comments 0 points Most recent by Coach Natalie January 10Getting Started
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  I am only able to import Mint data from Jan 2020

  Closed System 272 views 12 comments 1 point Most recent by @PigMan January 8Troubleshooting
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  Mint Import

  Answered ✓ Closed hewendataway 97 views 1 comment 0 points Most recent by UrsulaA January 6Getting Started
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  Unable to Import Mint Transactions

  Closed cubfan4real 194 views 2 comments 0 points Most recent by UrsulaA January 5Troubleshooting
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  Mint importing transactions into Simplifi

  Closed BGilbert 203 views 1 comment 0 points Most recent by Coach Natalie January 4Getting Started
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  Re-importing transactions (edited)

  Answered ✓ Closed pranjlipandya 55 views 1 comment 0 points Most recent by UrsulaA January 4Troubleshooting
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  Erroneous Transaction Data Generated when Linking

  Closed GS1 93 views 8 comments 1 point Most recent by Coach Natalie January 3Report a Bug
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  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
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  Import Issues - Is the process still just buggy?

  Closed aolafsson 118 views 5 comments 0 points Most recent by UrsulaA December 2023Report a Bug
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  Import Investments History from Mint (edited)

  Closed LarsLooperMan 258 views 4 comments 0 points Most recent by fortitood December 2023Investments
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  Imported Apple Card payment not showing + Green

  Closed N4KHQ 61 views 3 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions