Importing data going back a year or two for a linked Credit Card Account (CSV file?)

:wave: @rgbaldwinjr welcome!

The recommended “Tiller” way is to use a manual copy/paste method. It goes pretty quick once you’ve done it at least once.

You can use a community option and we reference three in this section of a different help article:

I personally use the Simple CSV Import Workflow (for Unsupported Data Sources) option but it’s a bit more technical to set up but is nice if you have an ongoing need to manually import.

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