Discussion List

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  Mint Transactions Did Not Sync Categories After Importing to Simplifi

  Answered ✓ Closed DanJ82 132 views 6 comments 0 points Most recent by DanJ82 November 2023Categories and Tags
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  2

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  Set the default account to blank when importing transactions (edited)

  Active Emacken 41 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 151 views 1 comment 0 points Most recent by RobWilk November 2023Managing Your Transactions
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  CSV Functionality

  Closed Money Manager 21 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 231 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 722 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 51 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 42 views 1 comment 0 points Most recent by Flopbot November 2023Adding and Updating Accounts
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  Re-importing deleted transactions from Mint or template CSV

  Answered ✓ Closed pcheyne 205 views 2 comments 1 point Most recent by Fletcherr November 2023Managing Your Transactions
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  Is it possible to import Apple Card transactions before the month ends?

  Answered ✓ Closed Karthik 51 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 71 views 3 comments 5 points Most recent by Coach Natalie November 2023Feature Requests
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  Transferring information from Mint

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

  Closed Animosity022 242 views 21 comments 0 points Most recent by Coach Natalie October 2023Adding and Updating Accounts
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  Unable to import Apple Savings statements (edited)

  Closed Cmac 151 views 5 comments 0 points Most recent by Coach Natalie September 2023Adding and Updating Accounts
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  Will importing transactions from Mint cause duplicates? (edited)

  Answered ✓ Closed adpinc61 351 views 1 comment 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  Getting data from YNAB is impossible

  Closed pasham 428 views 5 comments 0 points Most recent by DannyB July 2023Feedback
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  Ability to import transactions via CSV more than once (edited)

  Active Vince 111 views 0 comments 4 points Started by Vince December 2022 Feature Requests
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  #TipTuesday: Tips to ensure a successful CSV import.

  Closed Coach Blake 1.1K views 4 comments 0 points Most recent by corefi September 2022FAQ Section