Impact of Loading Prior Years on Account Status

[Daveh288]

I am a new user and this month was pleasantly surprised with the ease with which I completed my first month trading records on here.

It led me to thinking about the benefits of back loading my prior years’ data so I can have a single point overview of all my trading’s.

I have three prior years but am worried the transaction load will exceed my anticipated less than 1000 annual transactions.

My question is this. These transactions will be dated into prior years and fall below the 1000 for each trading year, but does the transaction counter recognise them as that or does it use an updated on date instead?

[ian_roberts]

The account size calculation is based on when the transactions were entered, not when they are dated. So it’d likely push you over the threshold for one year and then you’d slip down again in 12 months time.