How to fill a gap in transactions from a credit card
Hello, I recently restarted using Simplifi after neglecting it since February. When I reconnected my credit card, only transactions from the last two months were imported, so I now have a gap in my transactions between Feb 2023 and Sept 2023. How do I import transactions to fill this gap please?
Best Answer
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Honestly, I wouldn’t worry about it. It’s not going to affect the account balance in way which is my most critical criteria. It will affect reports, but a year from now, who cares. If this is too weird a suggestion, then you can (A) upload the missing transactions between your two dates and categorize them or (B) delete all the older transactions essentially resetting to a new account start date.
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.1
