Import

Discussion List

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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
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  Import Not Working

  Closed secondchances 58 views 0 comments 2 points Started by secondchances December 2023 Troubleshooting
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  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
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  Is there a size limit on file drops when importing transactions from csv? (edited)

  Answered ✓ Closed Vincent 153 views 7 comments 0 points Most recent by neon45 December 2023Troubleshooting
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  Unable to import using Mint CSV

  Closed pdg 97 views 4 comments 0 points Most recent by Coach Natalie December 2023Troubleshooting
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  Mint transfer

  Answered ✓ Closed Halna 315 views 3 comments 0 points Most recent by Coach Kristina December 2023Getting Started
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  How many transactions can you import from Mint (edited)

  Answered ✓ Closed N4KHQ 140 views 9 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions
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  Issue with Import of Specifically of Amazon Transactions: Auto-Categorized to 'Shopping'

  Closed aolafsson 170 views 2 comments 1 point Most recent by ajbopp December 2023Managing Your Transactions
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  Mint Import - Transaction Description Issues

  Closed jordan2819 232 views 7 comments 0 points Most recent by UrsulaA December 2023Report a Bug
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  Disable the 'Behind the Scenes' Category Assignment Logic for Transaction Imports (edited)

  Active aolafsson 67 views 0 comments 4 points Started by aolafsson December 2023 Feature Requests
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  Mint import - duplicate if Transaction Date was changed - any recourse?

  Answered ✓ Closed aolafsson 622 views 4 comments 0 points Most recent by UrsulaA December 2023Managing Your Transactions
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  Import of MINT transactions - process questions

  Answered ✓ Closed BlueGrits 140 views 2 comments 0 points Most recent by BlueGrits December 2023Managing Your Transactions
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  Mint Upload

  Answered ✓ Closed mas2024 56 views 1 comment 0 points Most recent by UrsulaA December 2023Adding and Updating Accounts
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  Mint import - limiting scope of data import intentionally?

  Closed aolafsson 67 views 2 comments 0 points Most recent by aolafsson December 2023Adding and Updating Accounts
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  How do I "undo" or delete an import? Import Limits?

  Answered ✓ Closed aolafsson 714 views 3 comments 0 points Most recent by aolafsson December 2023Getting Started
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  Move/delete/merge Mint categories?

  Answered ✓ Closed theromm 412 views 5 comments 1 point Most recent by theromm December 2023Categories and Tags
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  Issue with Simplifi not displaying bank balance with pending???

  Answered ✓ Closed djp2025 136 views 2 comments 0 points Most recent by djp2025 December 2023Adding and Updating Accounts
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  Apple Card csv - does import only work one month at a time?

  Answered ✓ Closed theromm 43 views 1 comment 0 points Most recent by Coach Natalie December 2023Managing Your Transactions
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  Merged: Make Historical Net Worth Work for Mint Refugees

  Christaaay 1 view 0 comments 1 point Started by Christaaay December 2023 Feature Requests
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  Transfer Account Assets and Debts History from Mint

  Closed Ant 382 views 1 comment 0 points Most recent by Coach Natalie November 2023Feedback
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  Mint Transactions Did Not Sync Categories After Importing to Simplifi

  Answered ✓ Closed DanJ82 135 views 6 comments 0 points Most recent by DanJ82 November 2023Categories and Tags
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  Set the default account to blank when importing transactions (edited)

  Active Emacken 45 views 0 comments 2 points Started by Emacken November 2023 Feature Requests
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  2
  Category Import from Mint

  Completed Closed jfrylove 1.4K views 6 comments 2 points Most recent by Emacken November 2023Feature Requests
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  From Mint, can’t seem to import investment transactions

  Closed smugdoug 152 views 1 comment 0 points Most recent by RobWilk November 2023Managing Your Transactions
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  CSV Functionality

  Closed Money Manager 23 views 3 comments 0 points Most recent by Christaaay November 2023Feedback
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  Custom categories not imported from Mint CSV

  Answered ✓ Closed Marcin 230 views 5 comments 2 points Most recent by Coach Kristina November 2023Managing Your Transactions
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  Import/Export CSV format - confusing

  Closed ps56k 542 views 10 comments 1 point Most recent by dave_sxxxxx November 2023Managing Your Transactions
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  Simplifi does not import investment transactions. A major drawback.

  Closed ZezeC 54 views 1 comment 0 points Most recent by Coach Kristina November 2023Feedback
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  How to fill a gap in transactions from a credit card

  Answered ✓ Closed Tenaya 46 views 1 comment 0 points Most recent by Flopbot November 2023Adding and Updating Accounts