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How to Import Account Balance History

Learn how to manually import your account balance history in Quicken Simplifi for net worth tracking.

Natalie avatar
Written by Natalie
Updated over a week ago

Overview

If you noticed that your account balance history is missing when you first use Quicken Simplifi, you're not alone. Fortunately, there’s a way to add this missing information. By importing historical account balances, you can ensure your Net Worth Report accurately reflects your accounts over time.

Note: Currently, account balance history cannot be imported through the Quicken Simplifi Mobile App. Please use the Web App instead.

Before you Begin

CSV Formatting Tips

  • We recommend downloading and using our CSV template to avoid any issues with importing.

  • You must choose the Mint option if you are importing specifically from Mint, and avoid modifying the downloaded file before importing it into Quicken Simplifi.

  • If you're creating your own CSV file, you must ensure your spreadsheet uses the exact same column headers we've provided on the template and that your dates and amounts are formatted exactly like the examples.

    • The date format should be as M/D/YY (i.e., 1/1/22).

    • The amount fields should not include dollar signs or commas.

    • All fields should be filled in; empty fields can lead to issues.

    • Negative amounts should have a negative sign in front of the number or they'll import as positive amounts.

Where Imported Data Appears

  • Imported balances affect your investment balances, Net Worth and Spending reports.

  • They do not change your transaction history.

  • Currently, you can only import your balance history into one account at a time.

How to Import Historical Account Balances

  1. Hover over the left panel and click Transactions.

  2. Choose the account you want to import into.

    • If you're importing into an investment account, select the Transactions tab after selecting the account.

  3. Click the Import icon (cloud with upward arrow) in the upper right of the register.

  4. Select the Import Historical Balance tab, then choose Import from a Comma Separated Value (CSV) file.

  5. Upload or drag & drop your CSV file.

  6. Click Import.

If you have any questions or need help importing your balance history in Quicken Simplifi, please don't hesitate to reach out to our support team!

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