Importing historic data

I did a Fresh Start in May 2020 and started a new budget. I am REALLY missing the data from the prior three years that would help me to accurately forecast monthly expenses. I exported the data from my old budget, removed any duplicate transactions that were already accounted for in the new budget. When I tried to import, it messed up my cash amounts in the To Be Budgeted field. Is there a way to import the transactions, but then go to the old budget months and close them out somehow so that they do not affect my current cash amounts in To Be Budgeted?

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  • The money in the budget (of which To Be Budgeted is a part) is solely dependent on the cash in your accounts today; reconcile accounts so they are accurate, making a reconciliation adjustment transaction if necessary.

    There is no need to "close out" past budget months. Just shift funds around in the current month until the important categories have the Available amounts they need, subject to the constraint that TBB is $0.

    You may have to release funds from some green categories to get TBB out of negative territory. (The good news is you will likely have categories that are higher than they should be due to the way cash/red overspending is handled.)

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