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.
Note: 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.
Before importing:
We recommend downloading and using our CSV template to avoid any issues with importing.
If you're importing transactions from Personal Capital, DO NOT alter the downloaded file.
Categories are not imported. You will need to categorize your transactions once imported.
Depending on your bank, you may be limited to download the last 90 days of transactions.
If you need transactions older than 90 days, you will need to contact your bank for further assistance.
Preparing and formatting your transactions for import
When importing your transactions, you will only be able to import one account at a time
You will only be able to import the account's transactions once.
If imported transactions are deleted, you will have to manually create the transaction.
Re-importing the deleted imported transaction to the same account will not restore the transaction.
If you are creating your own CSV file from scratch, you will need to make sure that you are using the exact same columns that are in our downloadable template. You CSV file should include:
Your headers should be labeled as Date, Payee, Amount, and Tags.
All of your transactions should have a date, payee, and amount. Leaving empty fields can lead to issues.
Dates need to be entered as M/D/YYYY (i.e., 1/1/2022).
Negative transactions need to have a negative sign (-) in front of the amount of the transaction, or the transactions will import as a positive transaction.
How to import your 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 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 on the bottom left-hand side of the screen.