Ability to exclude prior data when connecting accounts (edited)

Jen Member
edited September 2021 in Feature Requests
I recently started using Simplifi with the hopes that I could start using a new budget software with clean data for September 2021. When I connect my accounts, historical data comes in. I have deleted all previous transactions, but that messes up the balances on my accounts. There should be a way to tell the system to exclude prior months when you want to start a month with clean data. I understand that the amount of data that flows is determined by what the bank shares, but there should be a way to exclude the data that shows up in the Simplifi software
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