Overview
With Quicken Simplifi, you will be able to import your banking and credit card transactions using a CSV file. You can create a CSV file using our downloadable template or import directly from Personal Capital (now known as Empower).
Depending on your bank, you may be limited to downloading the last 90 days of transactions. Older transactions can also be imported into Quicken Simplifi using a CSV file. If you need transactions older than 90 days, you will need to contact your bank for further assistance.
The option to import transactions is only available on the Web App. You will not be able to import transactions on the Quicken Simplifi Mobile App.
Note: The process of importing a CSV file is intended for mass importing transactions. If you are looking to add only a few transactions, you can add manual transactions instead.
Before Importing:
We recommend downloading and using our CSV template to avoid any issues with importing.
You must have an account in Quicken Simplifi before having the ability to import transactions. To learn how to add an account, click here!
If you're importing transactions from Personal Capital (Empower), DO NOT alter the downloaded file.
Mint: Do not make any changes to the downloaded CSV or JSON file before importing it into Quicken Simplifi. Make any necessary edits within Quicken Simplifi after the import.
Mint: When importing transactions from Mint into Quicken Simplifi, make sure to choose the "Mint" option.
Mint: Mint imports are limited to 10,000 transactions per import.
Note: Although CSV files are the only type supported for import, you can add additional file types as attachments to your transactions once they're in Quicken Simplifi. Learn more here!
Preparing and Formatting Your Transactions for Import
When importing your transactions, you will only be able to import into one account at a time.
You will only be able to import a set of transactions once; if the transactions get removed for any reason, they will not re-import.
If imported transactions are deleted, you will have to manually create the transactions.
Re-importing the deleted imported transaction to the same account will not restore the transactions.
If you are creating your own CSV file from scratch, you will need to make sure you're using the exact same columns that are in our downloadable template. Your CSV file should include:
Your headers should be labeled as Date, Payee, Amount, Category, Tags, Notes, and Check_No.
All of your transactions should at least have a date, payee, and amount. Leaving empty fields can lead to issues.
If you don't add a category to the transactions in the CSV file, the transactions will import as "Uncategorized".
Dates need to be entered as M/D/YY (i.e., 1/1/22).
Negative transactions need to have a negative sign (-) in front of the amount, or the transactions will import as a positive transaction.
How to Import Transactions
Hover over the menu on the left side and select Transactions.
Select the account you'd like to import into.
Click the import icon (upward-facing arrow inside a cloud) located to the upper right of the register (to the right of the search box).
Select where you're importing from.
Ensure the correct account is selected, then select the CSV file you'd like to import, or drag & drop the file into the window.
Click Import when done.
Troubleshooting CSV Imports
If transactions are importing incorrectly, or if the CSV file is not cooperating, be sure to double-check that the headers, payees, amounts, and dates are correctly formatted in the CSV file. Use our downloadable template to make the process easier.
If you are having any trouble importing your transactions, please reach out to one of our Coaches through our Help Center, or by clicking on the blue messenger icon at the bottom of the screen.