Simplifi CSV import
Bring your Simplifi history into LumioPilot.
Export transactions from the Simplifi web app as CSV, then import the file here anytime you want. This importer supports the current Simplifi export shape with fields like Account, Date, Payee, Category, Tags, Notes, and Amount.
Signed in as: not signed in. Import requests require an active LumioPilot session.
Used when the CSV has no Account column or to override all rows.
- Use the Simplifi web app export feature to generate the CSV.
- If you export a single account and the file does not include an Account column, choose or create a default account above.
- Re-importing the same CSV is safe. Matching transactions update in place instead of duplicating.
- Minor metadata changes like notes or category edits will not create a second copy of the same transaction.
Waiting for a CSV file.
Validated import checks will appear after a successful import.
No import run yet.