Import

Unable to import using Mint CSV

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

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

Answered ✓ Closed N4KHQ 138 views 9 comments 0 points Most recent by N4KHQ December 2023Managing Your Transactions
Issue with Import of Specifically of Amazon Transactions: Auto-Categorized to 'Shopping'

Closed aolafsson 162 views 2 comments 1 point Most recent by ajbopp December 2023Managing Your Transactions
Mint Import - Transaction Description Issues

Closed jordan2819 227 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 65 views 0 comments 4 points Started by aolafsson December 2023 Feature Requests
Mint import - duplicate if Transaction Date was changed - any recourse?

Answered ✓ Closed aolafsson 611 views 4 comments 0 points Most recent by UrsulaA December 2023Managing Your Transactions
Import of MINT transactions - process questions

Answered ✓ Closed BlueGrits 134 views 2 comments 0 points Most recent by BlueGrits December 2023Managing Your Transactions
Mint Upload

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

Closed aolafsson 66 views 2 comments 0 points Most recent by aolafsson December 2023Adding and Updating Accounts
How do I "undo" or delete an import? Import Limits?

Answered ✓ Closed aolafsson 676 views 3 comments 0 points Most recent by aolafsson December 2023Getting Started
Move/delete/merge Mint categories?

Answered ✓ Closed theromm 402 views 5 comments 1 point Most recent by theromm December 2023Categories and Tags
Issue with Simplifi not displaying bank balance with pending???

Answered ✓ Closed djp2025 109 views 2 comments 0 points Most recent by djp2025 December 2023Adding and Updating Accounts
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
Merged: Make Historical Net Worth Work for Mint Refugees

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

Closed Ant 373 views 1 comment 0 points Most recent by Coach Natalie November 2023Feedback
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 44 views 0 comments 2 points Started by Emacken November 2023 Feature Requests
2

Category Import from Mint

Completed Closed jfrylove 1.3K views 6 comments 2 points Most recent by Emacken November 2023Feature Requests
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
CSV Functionality

Closed Money Manager 23 views 3 comments 0 points Most recent by Christaaay November 2023Feedback
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
Import/Export CSV format - confusing

Closed ps56k 426 views 10 comments 1 point Most recent by dave_sxxxxx November 2023Managing Your Transactions
Simplifi does not import investment transactions. A major drawback.

Closed ZezeC 53 views 1 comment 0 points Most recent by Coach Kristina November 2023Feedback
How to fill a gap in transactions from a credit card

Answered ✓ Closed Tenaya 44 views 1 comment 0 points Most recent by Flopbot November 2023Adding and Updating Accounts
Re-importing deleted transactions from Mint or template CSV

Answered ✓ Closed pcheyne 172 views 2 comments 1 point Most recent by Fletcherr November 2023Managing Your Transactions
Is it possible to import Apple Card transactions before the month ends?

Answered ✓ Closed Karthik 53 views 1 comment 0 points Most recent by Coach Natalie November 2023Managing Your Transactions
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Ability to import multiple accounts from CSV at once (edited)

Active Marcin 72 views 3 comments 5 points Most recent by Coach Natalie November 2023Feature Requests
Transferring information from Mint

Answered ✓ Closed MaggieJ 1.4K views 1 comment 0 points Most recent by Coach Natalie October 2023Getting Started
Apple Card Statement Importing - Missing Transactions (edited)

Closed Animosity022 243 views 21 comments 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts