I’ve been setting up my workflow step by step. I am finally getting around to adding some accounts after the fact. That means the Balance History for them in the past is missing. I know I can just manually add those into the Balance History sheet. I’m wondering if anyone else has found an efficient workflow for backfilling Balance History in this situation? Any tips welcome!
Hi @Ghopper21, I think that manually adding them is likely the best/only option for adding historical Balance History.
you could perhaps use a Macro to speed it up?
Here’s a post on macros for CSV transaction import, but maybe will spark your imagination.