Recovering from a Fresh Start
Is there any easy way to import transactions from a new (fresh start) budget into an older budget (original)?
Reason for asking: my budgeting slipped for a couple of months, so I decided to go with a Fresh Start approach. But I am already missing the analysis of my historical data so have slowly been bringing my original budget up to speed.
When I get to the point where I am up to the start of my new budget, I would like to import those transactions into my original budget. I can see that I can export transactions - but can't see an import option?
The Import function is on the account register. I think you would need edit the Register csv file exported from your new budget (see https://docs.youneedabudget.com/article/921-formatting-csv-file) and import it into your original budget - but you can only import to one account at a time, and you cannot import categories, so you would need to do some manual cleanup afterward.
Thanks both. Yes, importing one account at a time would be very manageable, but losing the categories associated with transactions will negate the value of it. The fresh start seemed a good idea, but I am missing the historical analysis too much - being able to see where my money has gone over the last rolling year - and refining my budgets on that insight has proven to be very powerful.
Sounds like there's a huge chunk of work ahead to manage two budgets as I am having to catch-up with my old budget by entering the data in a month at a time; entering my current transactions throws everything out.