Hi. I’m really liking QF so much so that I want to bring in historic accounts for the last tax year. I’m in the process of writing a procedure for this which is basically to prepare separate CSV files for sales and purchases for each of the two bank accounts I use(Nationwide, Paypal). My next step would be change the start balance and date on each account. The next step would be to import the files and then reconcile. HOWEVER it occurred that there are regular transfers which of course wouldn’t be imported as sales or purchases. I’m guessing I’d need to add these in manually? Could someone please advise if I could do this more easily before I proceed.
Thanks in advance for any help with this