M1 to Simplifi

M1 Finance to Quicken Simplifi Transaction Exporter

Security Warning

I'm a random person on the internet. Don't trust random people on the internet. You can go to my GitHub to look at the code and even run it yourself, thus taking on very little risk with your sensitive information. This tool runs completely in your browser - no data is sent to any server except M1. But again, don't trust random people on the internet.

Step 1: Get Your M1 Finance Access Token

You'll need to obtain your access token from M1 Finance to proceed.

In another tab, log in to m1.com
Open your browser's developer console (F12 or right-click → Inspect → Console)
Copy and paste the following code into the console and press Enter:
console.log(JSON.parse(sessionStorage.getItem("m1_finance_auth.accessToken")))
Copy the token that appears and paste it below. It should look something like:
eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiIxMjM0NTY3ODkwIiwibmFtZSI6IkpvaG4gRG9lIiwiaWF0IjoxNTE2MjM5MDIyfQ.SflKxwRJSMeKKF2QT4fwpMeJf36POk6yJV_adQssw5c

Step 2: Enter Your Access Token

Paste your M1 Finance access token here to retrieve your accounts.

Step 3: Export Account Transactions

Select an account to export transactions in Quicken Simplifi format.

No accounts to display yet.

Exported files will be in CSV format compatible with Quicken Simplifi.See Simplifi's documentation on how to import .

First enter your access token above