Simplifi's only export format is CSV and it is web-only. Budgetfold reads it. Turn on "Show split transactions" first so splits arrive as separate lines rather than a single total.
Importer via the generic CSV reader. Steps checked on support.simplifi.quicken.com ("How to Export Transactions from Quicken Simplifi", 3 August 2026), 9 September 2026. Their page lists no plan restriction.
Free plan: this month's budget, 2 accounts, 100 transactions, 3 tracked subscriptions, one person, 10 AI assists a month. If your import is bigger than the free plan, you get a one-time offer at that moment: $10 off the first year of Plus ($29), good for 30 days.
| From Quicken Simplifi | Into Budgetfold |
|---|---|
| Transactions | yes: date, payee, amount, category, account |
| Accounts | yes |
| Categories | yes, with the category name on each row |
| Planned spending / budgets | no. The transaction export carries no planned amounts |
| Goals / savings goals | no. None of these apps export goal settings; set them again in Budgetfold, it takes a few minutes |
| Recurring | not as a list; press Find recurring charges after the import and Budgetfold proposes them from the history |
| Notes | yes; Simplifi includes notes in the CSV |
Quicken Simplifi is subscription-only and its price is shown with first-year discounts on quicken.com; check the current figure. Budgetfold Plus is $39 a year or $4.99 a month, with a free plan for this month (2 accounts, 100 transactions).
Your transactions land in the register with their accounts and categories. Open the current month, move Ready to assign into categories until it reads zero, and the envelopes start working from today. Press Find recurring charges on Bills & subscriptions and Budgetfold proposes your subscriptions from the history, with renewal dates and yearly cost. Everything you import can be exported again as a zip of CSVs at any time, on every plan.
Quicken Simplifi is a trademark of its owner. Budgetfold is not affiliated with it. Export steps were checked on the date in the guide and may change; tell us at support+budgetfold@9gg.app if they have. General information, not financial advice.
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