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Imported Transactions Don't Affect Account Balances?

Oct 09, 2015 10:26PM EDT


I just created a manually-tracked loan account and successfully imported the loan's complete transaction history via .csv, but the transactions had no apparent impact on the account's balances, past or present.

I'm able to manually edit the loan's CURRENT balance, but how do I enter PAST balances to accurately reflect my debt history?


Best Answer

HelloWallet Support Answer

Oct 12, 2015 12:48PM EDT
HelloWallet Support

When importing transactions to a manual account, I’m afraid there is no way to adjust the balance going backwards. The account will track it going forwards, though, to track the progress you make.

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