Import transactions file
B
Billy
Please add the capability to import transactions files (.csv format?) into Rocket Money. This capability is all the more important in light of Rocket Money's dependence on Plaid. It is important that this is allowed for any RM account, at any stage (new or not), linked or not. There may be purported workarounds but they are incomplete and inefficient.
Juliet
Merged in a post:
Importing data
K
Kate
Is it possible to import data from quicken simplifi?
Rae Akinsanya
Please please add this feature - really important for non-apple card accounts. You have the ability given you can do this with apple card. please just expand it!
Juliet
Merged in a post:
Allow non-Mint imports
L
Leonard
I have accounts with banks you don't connect to (e.g. my HSA with bancorp bank). Please allow me to import transactions from such places. I organized the CSV file identically to a mint import file yet it wouldn't upload.
N
Nathan Olson
this request goes back over 3 years. I think just like in a relationship, if they wanted to, they would, also applies here, sadly.
Jody Hirschi
This! Apparently Cap 1 and I'm sure other banks will only give 90 days of history. We can export our history ourselves. If there was a way to upload csvs then we could see our history and you app would be much more useful
November 22, 2022
Juliet
Merged in a post:
Import NON-MINT Transactions (OFX format, Generic CSVs)
K
Kunaal
I have the Crypto.com Visa Card, and there's no way to link it through Plaid. The card allows data to be exported to their own CSV format or OFX format, but I can't use them to add data to Rocket Money.
N
Nathan Olson
upvote and comment under this request:
Zoey
Merged in a post:
Plaid
N
Newto
Let us not have to log in bank account. It don’t work for my bank and I never use it to Buy subscriptions
I would like to use this service but can’t even get started using it
Zoey
Merged in a post:
Manual bank linking
D
Darien
I can no longer link my bank through plaid. This is very frustrating since i was using it for years. My bank is in a shift from an old app to a new app so I am no longer able to use the old plaid connection and there is no way to link my bank otherwise.
Zoey
Merged in a post:
Bank connections
R
Rachel
Allow manual entry of bank details
Zoey
Merged in a post:
File Import (.csv export)
D
Dani
I (and I assume many others) would like to see a feature where the exported .csv file can be reimported into the application so that it automates recategorizing transactions and removes the need to manually manipulate each of them.
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