Simplifi / Quicken Business & Personal Help
Simplifi / Quicken Business & Personal Help
Breadcrumbs

Importing Your Transaction History From Another App

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.

How to Import Transactions

  1. Sign in to Quicken Simplifi or Quicken Business & Personal (Web App).

  2. Select Transactions from the left menu.

  3. Choose the account you want to import into.

  4. In the three dot menu above transactions, click Import

  5. Choose your import data source (Mint, or Personal Capital /Empower, Apple Card or CSV file).

  6. Review and follow the instructions provided for the import data source.

  7. Select the file you want to import, or drag and drop it into the upload window.

  8. 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.

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.

Examples

Personal: Bringing your history over from Mint.

Priya has used Mint for three years and is moving to Simplifi. She downloads her Mint file, leaves it unedited, and imports it using the Mint source. Her history appears in the register, and she spends an evening applying categories and creating a few transaction rules so new transactions categorize themselves.

Personal: Filling in older history.

Marcus’s bank lets him download only the last 90 days, but he wants a full year for his spending report. He exports older transactions from the bank’s website, formats them to match the template, and imports them as a CSV.

Business (Quicken Business & Personal only):

Tracking a client by tag. Dana is a freelance designer with a credit union account that doesn’t connect automatically. She creates a manual account and imports a year of transactions. She adds a client name in the Tags column so she can later see income and expenses for that project.

Here’s what a few rows in the file might look like:

Date

Payee

Amount

Tags

3/14/2025

Office Depot

-42.18


3/15/2025

Acme Rebrand Payment

2400.00

Acme Rebrand

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.

Guidelines For Use

  • Don’t alter or edit Mint or Empower files before importing.

  • Mint imports are limited to 10,000 transactions per file. Split larger histories into multiple files.

  • After importing, categorize transactions and set up transaction rules so your reports stay accurate.

  • Attachments like PDFs and images can be added to transactions after the import. Only CSV files can be imported.

Troubleshooting

If transactions didn’t import correctly, check these:

  • Import fails: Make sure the headers read exactly Date, Payee, Amount, and Tags, dates use M/D/YYYY, and required columns have no blanks.

  • Expenses show as income: Add a minus sign to expense amounts.

  • Mint import problems: Re-download the file without changes, split files over 10,000 transactions, and make sure you chose the Mint source rather than the generic CSV option.

  • Still stuck: Download a fresh template and compare your column layout.