Existing manual sheet (greater than 5 years of data) -- transaction feed questions

Where should I ask these?

I have five years of transactions updated through 12/31/20. How do I set up the transaction tab so only new transactions are pulled?

Any other advice for someone wiring up an existing sheet?

Ken

@ken.barker

Others may have ideas but this is what I would do based on what I know.

Create a new Tiller foundations sheet and get all of your accounts linked up like normal.

Next, bring over into the new Tiller sheet the five years of data from your other sheet. Tiller has tools that may assist with this task. I always bring outside data in manually so I know what is happening and that it gets done right. None of the tools ever accomplish everything I need to do.

Blake

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Thanks! This worked well.

Glad you’re up and running, @ken.barker.

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