How far back can I add banking information?

kacrippes

I recently lost 4 years of data from the checkbook app I was using and they are in China (which I just found out) I can't get them to respond and help me get my data back.

I would at the very least like to get all of 2021 into Simplifi so I was wondering if that is possible?

Flopbot

Hi @kacrippes,  I don’t believe there’s any real limit to how far back you can go as long as you have all the data in a CSV file.  The real limiting factor is probably: (A) How far back your bank(s) will let you export to CSV. (B) How much tedious work your willing to put into editing old transactions.

That said, I haven’t found any built in limit.

You can find a link to some instructions for uploading CSV files (click here).  If those don’t make sense, or you have any other questions, let us know.