2023

I know you recommend to not start a new file. But my past files have really done some crazy things with automatic fill-in info and I really just want to start clean and fresh. I just started a new 2023 account and it downloaded everything from the past several years. I just want 2023 downloaded. But I'm not seeing where to control that download date.

Best Answer

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Answer ✓
    The first time you download it gets everything the bank sends.  You have to manually clean it up and delete what you don't want and change the beginning balance. Then the next time it will only be from the last time you downloaded.  

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Answer ✓
    The first time you download it gets everything the bank sends.  You have to manually clean it up and delete what you don't want and change the beginning balance. Then the next time it will only be from the last time you downloaded.  
  • DCBraymer
    DCBraymer Member
    Thank you so very much!