Limiting Transaction Date Range

Thomas56

I've been using Simplifi for several months. Like it very much.

But I'd like for Simplifi to only go back to 2023 to capture Transactions. How do I tell Simplifi to only go back to January 2023?

UrsulaA

What do you mean by "capture transactions"? Initial synch by bank or import?

If the former, let the synch happen for all periods. Then, filter the entire transaction list ensuring the all transactions toggle is active to <1/1/2023. Deselect any transactions dated 1/1/2023.

After that, you can mass delete the older transactions. Simplifi will not download the same transactions again to avoid duplicates.

If you are importing transactions into Simplifi from another program, just delete the older transactions you do not want to import prior to uploading the file.

Thomas56

Thank you. That is very helpful and exactly what I was needing