Import

4

Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 278 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests

CollegeBoundSaver Rhode Island

Closed Prestonian 51 views 1 comment 1 point Most recent by Coach Natalie February 2024Adding and Updating Accounts

How do I import balances for investment accounts that are marked as closed?

Answered ✓ Closed System 35 views 4 comments 0 points Most recent by UrsulaA February 2024Troubleshooting

Does the net worth history import template file work?

Closed UrsulaA 65 views 5 comments 0 points Most recent by Coach Kristina February 2024Report a Bug

Networth import was not showing up initially for me.

Closed FutureEye 12 views 0 comments 6 points Started by FutureEye February 2024 Troubleshooting

My decision factor to pick simplify came down to Networth history import.

Closed FutureEye 31 views 0 comments 3 points Started by FutureEye February 2024

Removing Duplicates when Importing From Mint

Answered ✓ Closed SSP 216 views 1 comment 0 points Most recent by UrsulaA February 2024Getting Started

4

Mobile App: Ability to import transactions (edited)

Active llamafilm 64 views 0 comments 4 points Started by llamafilm February 2024 Feature Requests

Matching Manual Apple Card transactions with CSV Import

Answered ✓ Closed brucelee1968 41 views 2 comments 0 points Most recent by brucelee1968 February 2024Managing Your Transactions

Duplicate imports from Mint

Answered ✓ Closed ebgoodman 31 views 2 comments 0 points Most recent by UrsulaA January 2024Troubleshooting

Need some Mint Import Clarifications Please

Closed WolfieGirl 658 views 14 comments 0 points Most recent by Mercs January 2024Managing Your Transactions

Mint Import truncates tags

Answered ✓ Closed UrsulaA 93 views 7 comments 0 points Most recent by Mercs January 2024Feedback

Importing Categories, Transfers, and Splits

Answered ✓ Closed dmignola 710 views 11 comments 0 points Most recent by UrsulaA January 2024Feedback

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 2024Getting Started

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

Closed Rstar 132 views 7 comments 1 point Most recent by UrsulaA January 2024Report a Bug

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

Closed aolafsson 359 views 12 comments 6 points Most recent by UrsulaA January 2024Managing Your Transactions

Difficulties importing from Mint

Answered ✓ jph 377 views 4 comments 0 points Most recent by jph January 2024Getting Started

Simplifi lets you import duplicates but not reimport after deleting?

Closed Etch44 165 views 5 comments 1 point Most recent by Lee B January 2024Managing Your Transactions

Can I delete an account then re-establish ?

Answered ✓ Closed BGilbert 333 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started

I added bank account 1st. Now can't import from Mint

Closed Jeffro14 76 views 11 comments 0 points Most recent by Jeffro14 January 2024Adding and Updating Accounts

CSV import leaves out transactions prior to 2020

Closed dont 64 views 2 comments 0 points Most recent by dont January 2024Managing Your Transactions

Issues importing transactions from Mint (edited)

Closed neon45 41 views 3 comments 0 points Most recent by neon45 January 2024Adding and Updating Accounts

Simplifi CSV Formatter for Canadians 🇨🇦 (format bank CSV for Simplifi importing)

Closed Randy1234 82 views 0 comments 1 point Started by Randy1234 January 2024 Adding and Updating Accounts

Mint Import Not working

Closed Lee B 1.8K views 32 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions

Importing mint transactions after adding accounts

Answered ✓ Closed yokuyuki 390 views 4 comments 0 points Most recent by Coach Natalie January 2024Getting Started

Mint Import - Simplifi renames Description

Closed Gerald 64 views 4 comments 0 points Most recent by Coach Natalie January 2024Getting 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 2024Troubleshooting

Mint Import

Answered ✓ Closed hewendataway 91 views 1 comment 0 points Most recent by UrsulaA January 2024Getting Started

Unable to Import Mint Transactions

Closed cubfan4real 202 views 2 comments 0 points Most recent by UrsulaA January 2024Troubleshooting

Import

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