ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Use File → Make a Copy to get your own version of this conversion tool Notes:
1. From a software engineering perspective, I know the issue is Venmo having a poor third party integration API. It's not something Simplifi can just easily fix.
2. This is probably the easiest method out ther to manually port over your venmo transactions, but still requires some excel knwoledge
3. If more rows are needed on the Simplifi Tab, select the last row's 4 cells (A→D) and use the fill handle (look it up if you don't know what this is) and drag it down for more rows. Data will continue to auto populate.
2
1. Download your venmo monthly account statement here by selecting the month desired
3
2. Move to the Venmo Tab using the bottom bar of this sheet
4
3. In the menu on top, import your venmo account statment using File → Import → Upload. The file should be called "transaction_history" or something in your default download folder
5
4. Use the configuration below
6
5. The Venmo Tab should be populated with all of your venmo transactions
7
6. Move to the Simplifi Tab, a converted Simplifi spreadsheet of your venmo transactions should have been automatically generated
8
7. In the menu on top, download the Simplifi sheet using File → Download → Comma Separated Values. The file will again be downloaded to your default Downloads folder, Named "Venmo Simplifi Conversion"
9
8. Navigate to your Venmo account transactions in Simplifi and upload the just downloaded file
10
9. Your Venmo transactions should be on Simplifi now!
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100