Adding transactions to manual (previously connected) account

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bsherinian
bsherinian Member
edited May 2023 in Managing Your Transactions

Hello! I have just started using Simplifi. I changed a connected checking account to a manual account. However, I am having trouble adding past transactions to my Simplifi records. Bank info only went back to June 15, 2022 and I need the full year for tax reports. I can enter the transaction, but I do not find an option to post it to the account. Please help!

Thank you,

Brenda S.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
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    Hello @bsherinian,

    Thanks for posting your inquiry to the Community, and welcome to Simplifi!

    We have a Support Article available here that includes the steps for manually entering transactions in Simplifi. Is this what you're looking for? Simplifi does also offer a CSV import option. If you can download your transactions to a CSV file from your bank, this may be a better solution for you; more details on importing transactions can be found here.

    I hope this helps, but please be sure to let us know if you have any further questions!

    -Coach Natalie

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