Import old transactions. Best flow how to to it? #9355
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thehijacker
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The best way to do this is to import them month by month, going backwards in time. What you will run into potentially is that your opening balance will be wrong, so you have to correct it every time, to see if the import succeeded. Other than that, it should work. |
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I have started using Firefly in november 2023. Set the current state of the accounts and started from there. My current state is up to date and all is fine. Now I have found out I can export from my online bank all records going back to 2015. So my idea is to import them so I have history.
For my wife I done the same since she started using Firefly few months ago. Exported transactions for few years and imported them via Firefly imported. All worked fine but this was fresh new account.
How to handle my situation? Importing past transaction and still keeping current state untouched.
Thanks.
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