How to Export Simplifi Transactions to a Spreadsheet

Here's how to export your Simplifi transactions to Google Sheets and Microsoft Excel for analysis, backup, and migrating to a new money management tool.


Simplifi is a popular personal finance web and smartphone app from Quicken. (Though it’s not compatible with Quicken data.)

Simplifi makes it simple to export your transactions as a CSV file, which can easily be imported into Microsoft Excel and Google Sheets.

Things to know about exporting Simplifi transactions:

  • Transactions can only be downloaded via Simplifi web.
  • Splits, Tags, and Notes are not exported with transactional information.
  • You can filter transactions by selecting the Filter Icon next to the search bar.
  • Unfortunately, you can’t filter Simplifi transactions to a specific date range. Instead, you can export a month of data at a time by filtering out all other months.
  • While you can’t download full reports from Simplifi, you can export transactions associated with that report.

Export Simplifi Transactions as a CSV

Download Simplifi Transactions Spreadsheet
  1. Hover over the left panel and click “Transactions”
  2. Select the account
  3. Click a checkmark to the left of each transaction to export
  4. Click the download arrow in the upper right
Download Simpligi

To download Simplifi transactions from multiple accounts:

  1. Hover over the left panel and click “Transactions”
  2. Select the “Banking
  3. Select Account, then click a checkmark next to each account you’d like to export
  4. Click the Filter Icon, which you can find next to the search bar
  5. Click the download arrow in the upper right

How to Import Simplifi Transactions Into Microsoft Excel

Mint CSV
CSV File

Start by following the instructions above to download your Simplifi transactions as a CSV file. Then:

  1. Open Microsoft Excel and create a new workbook.
  2. Click on the “Data” tab in the top menu and select “From Text/CSV” in the “Get & Transform Data” section.
  3. In the “Import Data” dialog box, locate and select the CSV file you downloaded from Simplifi and click “Import”.
  4. In the “Text Import Wizard” dialog box, select “Delimited” as the file type and click “Next”.
  5. Choose “Comma” as the delimiter and make sure the “My data has headers” checkbox is selected. Click “Next”.
  6. Choose the appropriate data format for each column (e.g., “Date” as Date format, “Amount” as Currency format) and click “Finish”.
  7. Choose the location where you want to import the data (e.g., a new worksheet or a specific range of cells) and click “OK”.

How to Import Simplifi Transactions Into Google Sheets

Import Mint Google Sheets
Import Simplifi to Google Sheets

Start by following the instructions above to download your Simplifi transactions as a CSV file. Then:

  1. Open a new Google Sheets document and go to “File” > “Import” > “Upload” to upload the CSV file you downloaded from Simplifi.
  2. Select “Replace spreadsheet” to replace the existing data in the sheet with your imported Simplifi transactions. Alternatively, you can choose to import your data into a new sheet.
  3. Once the import is complete, you may need to format the data to make it more readable. For example, you can adjust the column widths, add filters, or sort the data by date or category.

Tips for Importing Your Simplifi Transaction History into Tiller-Powered Spreadsheets

Tiller is the only automated personal finance service built on Google Sheets and Microsoft Excel. It connects your banks to your spreadsheets and imports your daily finances with a click. 

People switch to Tiller for a more capable, customizable, and private tool for managing their money than Simplifi. They also want a tool that gives them clear, unambiguous ownership of their financial data and transaction history. 

With Tiller, you always own and control your financial data.
Unlike any other personal finance service, Tiller exclusively stores your transactions, balances, and categories in your own private spreadsheets. You log into and manage your spreadsheets with your secure Google or Microsoft account, independent of Tiller.

Here are some tips for getting your Simplifi data cleanly uploaded and organized in Google Sheets.

1. Export your data from Simplifi

Follow the steps above to export your Simplifi transactions.

2. Start with the Foundation Template 

Automatically track your financial life with the Foundation Template, including sheets for tracking your expenses, budgets, and net worth – all with the flexibility of Google Sheets and Microsoft Excel.

3. Use the free “Import CSV Line Items” tool

  1. Install the Tiller Community Solutions add-on
  2. Choose Tools > Import CSV Line Items
  3. Export your CSV files from Simplifi
  4. Make a copy of the Basic Bank Import Template
  5. Reformat columns/headers of your Simplifi CSV export to match the template (instructions)
  6. Export the data from Google Sheets using “File / Download / Comma-separated values”
  7. Upload the CSV

4. Customize your categories

With your data in a Tiller-powered spreadsheet, you can totally re-think the way you want to categorize transactions. You customize your categories on your Categories sheet.

To update Transactions that have already been categorized:

  1. Turn on the Filter in the Transactions sheet
  2. Sort the Category column from A>Z
  3. Update invalid entries (red triangle in upper right)
  4. Use the quick fill square to update the other entries
  5. Repeat for each category you want to adjust

Alternatively, you can use AutoCat and run it on “All Transactions” to help you update categories and build a ruleset for ongoing automatic categorization.It’s easy to export your Mint transactions into Google Sheets or Microsoft Excel for analysis, backup, and migrating to a new money management tool.

Edward Shepard

Edward Shepard

Marketing Lead at Tiller. Writer. Spreadsheet nerd. Get in touch with partnership ideas at edward @ tillerhq.com.

Start Your Free Trial

"There isn’t another tool on the market that does what Tiller can do.”
Will Hinton, Google Review October 30, 2023