How to Export Transactions from Quicken Simplifi

Overview

Quicken Simplifi makes it easy to take your data with you by offering a simple way to export your transactions. Currently, the only available export format is CSV (Comma-Separated Values), which is compatible with most spreadsheet applications like Excel and Google Sheets. This format allows you to view, organize, and analyze your financial activity outside of Simplifi—perfect for budgeting, reporting, or sharing with your financial advisor.

Export Tips

To make sure your exported data is clean and relevant, keep these tips in mind:

Apply filters to narrow down your transaction list—this helps you export only what you need. If you're looking to just export transactions with certain criteria, such as a specific Category or Payee, you can easily do so by selecting the filter icon to the right of the Search bar and applying the filters you'd like.
Collapse months you’re not working with to simplify your view and selection. To export transactions from a specific month, collapse all other months in the view. This makes it easier to select only the transactions you want and avoid including data from other months.
To export all visible transactions, click the checkbox at the top-left of the Transaction Activity table. This selects every visible transaction at once, so you don’t have to check them individually. Select transactions manually if you want to export specific entries rather than everything in the filtered view.

Export Transactions from a Single Account

Hover over the left panel and click Transactions.
Select the account you'd like to export from.
Hover over and place a check mark in the box to the left of each transaction you'd like to export.
Click the download arrow (arrow pointing down towards a line) in the upper right to download the selected transactions to a CSV file.

Export Transactions from Multiple Accounts

Hover over the left panel and click Transactions.
Select Banking.
Click the filter icon, located at the end of the Search bar.
Select Account, then place a check mark in the box to the left of each account you'd like to export from.
Click Apply.
Hover over and place a check mark in the box to the left of each transaction you'd like to export.
Click the download arrow (arrow pointing down towards a line) in the upper right to download the selected transactions to a CSV file.

Frequently Asked Questions

Can I export a Report?

Currently, only the Tax report can be exported as a .CSV, Excel, .TXF, or .TXJ file. To export transactions from a report, navigate to Transaction Activity within the report and click Export to .CSV on the right.

For more information on how to use reports in Quicken Simplifi, click here!

Can I export Planned Spending and Other Spending transactions?

Yes! If you're viewing the transaction list for a Planned Spending item, or for Other Spending, click the download arrow (arrow pointing down towards a line) in the upper right.

Can I export transactions with a specific date range?

The ability to filter your Transaction Activity to a specific date range is not currently available in Quicken Simplifi. You can export an entire month's worth of transactions while excluding all other months by following the "Export Tips" section from above. Otherwise, we encourage you to join the discussion in our Community requesting a Date Range Filter by clicking here!

Can I export transactions from the Quicken Simplifi Mobile App?

At this time, the ability to export transactions is only available from the Quicken Simplifi Web App. Mobile export isn’t available yet, but we’re always working to expand features across platforms. We apologize for any inconvenience!

If you have any questions or need assistance with exporting transactions in Quicken Simplifi, please don't hesitate to reach out to our support team!