Is it possible to import into a Fresh Start budget transactions from old budget?
After hours of frustration, I just started a Fresh Start budget. Because we're still pretty early in the year, I'd like to import just the transactions from 1/1/2020 onward into the new budget. Is that possible? Will it mess up the whole point of the Fresh Start?
Hi Steel Blue Koala !
After linking an account, if you decide to import past transactions, you can change the date of the starting balance transaction. You will also need to adjust the amount of the starting balance.
Direct Import will only provide historical transactions for a couple of months in the past, at most. If you need additional history, you might consider our File-Based Importing option.
We suggest starting your budget today and moving forward. A good budget is forward-facing.
If you have any other questions about getting started with your Fresh Start, please don't hesitate to ask! :)