Overview
Quicken Simplifi allows you to import banking and credit card transactions using a CSV file. You can either use our downloadable CSV template to import a CSV file provided by your bank or a previous personal finance application.
Depending on your financial institution, you may only be able to download up to 90 days of transaction history. If you need to add older transactions to Quicken Simplifi, you can import them using a CSV file. For transaction history beyond what is available for download, you may need to contact your financial institution to obtain the data.
Transaction imports are only supported in the Quicken Simplifi Web App. The option to import transactions is not available in the Quicken Simplifi Mobile App.
Note: CSV imports are designed for importing multiple transactions at once. If you only need to add a small number of transactions, you may find it easier to enter them manually instead.
Before Importing:
For the best import experience, we recommend using our downloadable CSV template. This helps ensure your data is formatted correctly and can prevent common import errors.
Before you can import transactions, you must first have an account set up in Quicken Simplifi. To learn how to add an account, click here.
Personal Capital (Empower): If you're importing transactions from Personal Capital (Empower), use the downloaded file as-is and do not modify its contents before importing.
Mint: Do not modify the downloaded CSV or JSON file before importing it into Quicken Simplifi. If any changes are needed, make them within Quicken Simplifi after the import has been completed.
When importing transactions from Mint into Quicken Simplifi, be sure to select the Mint import option.
Mint imports are limited to 10,000 transactions per import. If you have more than 10,000 transactions, you may need to split the data into multiple imports.
Note: While CSV is the only file format supported for transaction imports, you can attach other file types to transactions after they have been imported into Quicken Simplifi. To learn more, click here.
Getting Transactions Ready for Import
Transactions can only be imported into one account at a time. Be sure to select the correct account before starting the import process.
Each set of transactions can only be imported once. If imported transactions are deleted or removed for any reason, they cannot be imported again.
Important: If imported transactions are deleted, they cannot be restored by re-importing the same file into the same account. To add them back, you will need to recreate the transactions manually.
Categories: Categories will be imported only if they already exist in Quicken Simplifi. This includes both parent categories and subcategories. To review or manage your category list before importing, please see here.
Create Your Own CSV file
If you're creating your own CSV file, be sure to use the same column structure as our downloadable CSV template. To ensure a successful import, your file should include the following columns exactly as shown:
Date
Payee
Amount
Category
Tags
Notes
Check_No
Things to note when creating your own CSV file
At a minimum, each transaction should include a Date, Payee, and Amount. Missing required information may cause transactions to be skipped or result in import errors.
If a category is not specified in the CSV file, the transaction will be imported with the “Uncategorized” category.
Dates: Dates must be formatted as M/D/YY (for example, 1/1/22) to be imported correctly.
Amounts: Transactions that represent expenses, withdrawals, or other negative values must include a minus sign (-) before the amount. If the minus sign is omitted, the transaction will be imported as a positive amount.
How to Import Transactions
Hover over the left panel and click Transactions.
Select the account you want to import transactions into.
Click the Import icon (an upward arrow inside a cloud) located in the upper-right corner of Transactions view, next to the search bar.
Note: Users with Early Access enabled can find Import transactions in the three-dot menu next to the Filter button.
Select Import transactions.
Select the source you’re importing transactions from.
Confirm that the account listed in the import window is the correct one to import into.
Choose the CSV file you want to import, or drag and drop it into the import window.
Click Import.
Troubleshooting CSV Imports
If your transactions are not importing correctly or you encounter issues with the CSV file, review the file to ensure that the headers, payees, amounts, and dates are formatted correctly. Using our downloadable CSV template can help simplify the process and reduce the likelihood of import errors.
If you have any questions or need help importing your transactions into Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.