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How to Import Historical Balances (Not Transactions) in Quicken Simplifi

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

Written by Natalie

Overview

Import Historical Balances is a feature that lets you add past account balance data to an account. If your account is missing older balance history in Quicken Simplifi, you can use this feature to import historical balances and create a more complete record of your account's value over time. Historical balance imports add balance snapshots so you can see what your balance was on a specific date.

Note: This feature is for importing historical account balances only. If you're looking to import transactions, see How to Manually Import Transactions in Quicken Simplifi.

Things to Note

  • Account balance history cannot be imported through the Quicken Simplifi Mobile App. Please use the Web App instead.

  • Imported balance history does not change your transaction history.

  • You can import historical balances into one account at a time.

If you’re importing from Mint

Choose the Mint option and import the file exactly as downloaded and avoid making any changes.

If you're importing from another app or creating your own CSV file

Be sure to use the same column structure as our historical balances CSV template.

  • The date format should be M/D/YY. (12/17/23)

  • The Amount field should not include dollar signs or commas. (1735.12)

  • Negative amounts should have a negative sign in front of the number. (-75)

And ensure your spreadsheet includes the following columns exactly as shown:

  • Date

  • Amount

How to Import Historical Account Balances

  1. Hover over the left panel and click Transactions.

  2. Choose the account you want to add balances to.

    • If you're adding balances 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 Transaction Activity view.

  4. Select the Import Historical Balance tab.

  5. Choose Import from a Comma Separated Value (CSV) file.

  6. Upload or drag & drop your CSV file.

  7. Click Import.

  • Note: Users with Early Access enabled: Your Transactions view may look different. For more details, click here.

If you have any questions or need help importing your historical balances 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.

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