I am using a new MS Excel Tiller Foundation Spreadsheet beginning 1/1/23. I downloaded and connected it to my financial institutions, but I don’t want any references within any of the tabs to 2022 or earlier. How do I limit all date ranges to 1/1/2023 and forward?
Hi @dale.danklefsen - a fresh Foundation Template should only be showing 2023 dates in the Categories, Monthly Budget, and Yearly Budget sheets. Let me know if that’s not the case.
If you mean you don’t want to see 2022 transactions you can simple clear the rows for those transactions on the Transactions sheet.
Thanks Heather. You are correct. I deleted the 2022 transactions that imported and they never attempted to load again.