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Hi Amy, you can bypass old transactions during setup. When connecting your account, look for the date range option.
From that dropdown menu, select 'Custom' and then manually enter April 6th in both the start and end date fields, or ensure April 6th is your chosen start date before proceeding.
This ensures that only the current tax year’s transactions flow through to your account.
If you have any additional concerns, please reach out to us again. We’re always here to help.
