Overview
With Quicken Simplifi, you’ll 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 Mint, Personal Capital, or Apple Card.
Note: Transactions cannot be imported using the Quicken Simplifi Mobile App. To import transactions, you'll want to use the Web App.
Preparing Transactions for Import
When importing your transactions, you’ll only be able to import one account at a time and you’ll only be able to import the account's transactions once. If imported transactions are deleted, you’ll have to manually create the transaction. Re-importing the transaction to the same account will not restore the transaction.
Things to Note:
We recommend downloading and using our CSV template to avoid any issues with importing.
Categories are not imported. You'll need to categorize your imported transactions manually.
If you're importing transactions from Personal Capital or Apple Card, DO NOT alter the downloaded file.
You must select the Apple Card option if you're importing from Apple Card specifically.
If you're creating your own CSV file, you must ensure that your spreadsheet uses the exact same column headers we've provided and that your dates and amounts are formatted exactly like the examples.
The date should be formatted as M/D/YY (i.e., 1/1/2022).
The amount fields should not include dollar signs or commas.
All transactions should have a date, payee, and amount. Empty fields can lead to issues.
Ensure that negative transactions have a negative sign in front of the number or they'll import as positive transactions.
How to Import Transactions
Hover over the menu on the left-hand side and select Transactions.
Select the Account that 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 that 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.
If you run into any trouble importing transactions, please don't hesitate to contact one of our amazing Coaches through the Quicken Simplifi Help Center!