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Towards a Healthier Financial Future

SMPL | How to: Import .csv Files

Simplii Financial

1 Log in to your Simplii online account
2 At the left top of the page, under "Account Summary", select "Download Transactions"
3 Select your account
4 Pick a date range or if its your first time uploading select "All available"
5 For the "Financial management software" option, select "Intuit Quicken"
6 At the bottom right of the page, click "Download Transactions"
7 Save the file on your Desktop, or to a folder on your computer. The file will have a ".csv" extension.
8 Sign in to your Neontra account and select the "My Money" section on the left hand navigation menu.
9 Navigate to the corresponding account. Cash accounts are listed in the "Cash Accounts" tab, credit cards in the "Credit Cards" tab, and investment accounts in the "Investments" tab
10 Click on "Import Reports" on the right
11 Click on "Browse" and select the file you wish to import.
12 Click on "Upload"
13 Categorize uncategorized transactions and/or write a memo
14 Once done, click "Accept Transfers"