How to export Simplii Financial (SIMPLII) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Log in to your Simplii online account
- 2At the left top of the page, under "Account Summary", select "Download Transactions"
- 3Select your account
- 4Pick a date range or if it's your first time uploading select "All available"
- 5For the "Financial management software" option, select "Intuit Quicken"
- 6At the bottom right of the page, click "Download Transactions"
- 7Save the file on your Desktop, or to a folder on your computer. The file will have a ".csv" extension.
- 8We recommend you rename the file indicating the type (credit, chequing etc) and the date range for organization
Pro tips
- • Download 3–6 months of data at a time for best results.
- • Make sure to select "CSV" format (not PDF or QFX).
- • Rename the file with the account type and date range (e.g.
td-chequing-2025-01.csv) for organization.
Once you have your CSV, upload it to Prosperi to see your spending categorized automatically.
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