How to add a new account and its transactions only from a specific date

Discussion
1

I have a credit card that I have been using for years. I made some budgeting changes, and want to start fresh with adding this card and want to ignore all transactions except last month. How can I do that?

Thanks and regards,
Andy

2

Just delete the extra Transactions after they’ve been filled into your sheet. There isn’t a way to specify date for Fill.

3

An easy way to do what Mark.S is recommending is to make sure you have a Date Added column in your Transactions sheet. Then add the card and fill the sheet.

Do a sort by the Date Added column, Z to A, and then (in the same sort as a secondary) by Date

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