Is it possible to connect my bank account but only have transactions appear from a selected date (April 4th 2020). I don’t want to back date all old transactions but rather start from the new tax year. Is that possible?

Connecting a bank will automatically download the last 90 days worth of transactions, jakeaustin09.

Although, you can exclude the transactions that are aren't part of the April 4, 2020 statement. Here's how:

1. Go to the Banking or Transactions menu, then proceed to the Banking tab.
2. Select all transactions that you want to remove in the For Review tab.
3. Click the drop-down list beside Batch actions and select Exclude Selected.

Let me also share a couple of Help articles that can serve as your guide after adding your bank

• Assign, categorise, edit, and add your downloaded banking transactions
• Exclude expenses from downloaded bank transactions

As always, you can visit us anytime if you need further help.