Importing Transactions from Other Platforms (Web App Only)
Overview
Most accounts connect automatically and don’t require importing transactions. However, if you have accounts from other financial apps or institutions that don’t support automatic connections, you can bring those transactions using a CSV file import.
Importing is ideal for transferring large batches of data — such as when you’re moving from another platform or adding historical transactions — and works with files from:
Mint
Personal Capital (Empower)
Apple Card
Custom CSV files (from Quicken Classic or other sources)
This helps you fill in missing transaction history, import older data, or migrate from another app without re-entering everything manually.
💡 Note: Importing is only available on the Web App. The mobile app does not currently support importing transactions. If you only need to add a few items, you can add manual transactions instead.
When to Use Importing
📥 Migrating from Another App
You previously used Mint or Personal Capital/Empower and want your past transaction history.
→ Use the Mint or Personal Capital/Empower import option when uploading.
🕰️ Filling in Historical Data
Your bank only provides 90 days of downloadable transactions, but you need a full year of data.
→ Export older transactions from your bank into a CSV file and import them into your account.
🧾 Starting a Manual Account
You prefer to track an account manually (e.g., an offline savings account or investment fund).
→ Use the CSV import to bring in your transaction history once, then add new transactions manually going forward.
Before You Begin
We recommend downloading and using our CSV Template to avoid any issues with importing.
Of you are importing to a manual account, you must create the manual account before having the ability to import transactions
If you're importing transactions from Empower (Personal Capital), DO NOT alter the downloaded file.
Categories are not imported. You will need to categorize your transactions once imported. Only tags entered into the 'Tags' column will import.
Depending on your bank, you may be limited to download the last 90 days of transactions. Older transactions can also be imported into Quicken using a CSV file. If you need transactions older than 90 days, you will need to contact your bank for further assistance.
Mint: Do not make any changes to the downloaded CSV or JSON file before importing. Make any necessary edits after the import.
Mint: Mint imports are limited to 10,000 transactions per import.
Formatting Your CSV File
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. Your 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 Transactions
Sign in to Quicken Simplifi or Quicken Business & Personal (Web App).
Select Transactions from the left menu.
Choose the account you want to import into.
Click the Import icon (cloud with upward arrow) in the top-right corner.
Choose your import data source (Mint, or Personal Capital /Empower, Apple Card or CSV file).
Review and follow the instructions provided for the import data source.
Select the file you want to import, or drag and drop it into the upload window.
Review the import summary, then click Import.
After import, your new transactions will appear in your register. Review and categorize them to keep your reports accurate.
Troubleshooting
If transactions didn’t import correctly:
Make sure the file headers exactly match the required names: Date, Payee, Amount, Tags.
Check that all dates use M/D/YYYY format.
Verify expenses include a negative (–) sign.
Re-download our CSV template to ensure proper column alignment.
Key Takeaways
Importing is for bulk uploads, not individual transactions.
You can import one account, one time using the Web App.
Always back up your data before importing.
Use the Quicken Simplifi CSV template for best results.
Troubleshooting Common Issues
Import Failures
Check headers match exactly: Date, Payee, Amount, Tags
Verify date format is M/D/YYYY
Ensure no empty fields in required columns
Confirm negative signs on expenses
Wrong Transaction Types
Expenses importing as income: Add negative signs
All amounts positive: Check CSV for missing minus signs
Mint-Specific Issues
File modified: Re-download without changes
Over 10,000 transactions: Split into multiple files
Wrong import option: Select "Mint" not generic CSV
Additional Notes
Attachments: While only CSV files can import, you can attach other file types (PDFs, images) to transactions after import
Manual entry alternative: For just a few transactions, manual entry is faster than import
The Bottom Line
Importing transactions requires careful preparation but enables you to maintain complete financial records. Use the official template when possible, follow formatting rules exactly, and plan time for categorization after import. Remember that imports are permanent—deleted imported transactions must be manually recreated.
Tip: Before importing, create a test file with just 10-20 transactions to verify your formatting. If the test works, proceed with the full import.