Is it possible to set up tracking for prior years for tax purposes? (edited)
Is it possible to set up tracking for prior years for tax purposes? I haven't subscribed yet but this would be a great feature.
Comments
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You can add transactions for past years. I have some going back to 2000 at least. If you just need to add a few for tax purposes, you can do so manually.
When you connect an account online, you will usually get the past 90 days worth of transactions.
However, if you need to add lots of transactions, you will want to import .csv files. You will probably have to get these .csv files into the right format for Simplifi. The importing process will help you along. It is cumbersome but it can be done.
You can also import account balance history in some cases.
Is this what you meant? If not, please clarify. There is a tax report that you can use for current years and past years. But the data has to be there, of course.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
I agree with the reply above. Importing transactions works best when you set up the tags or categories you want to track for tax purposes prior to importing. That makes it easier to assign to the imported transactions and the import file allows you to assign tags in it.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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