Starting from a clean slate - removing previous months transactions

Hi..

Is it possible to 'remove' previous months transactions and start from a 'clean slate'?

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  • Hi David,

    Your best option is to close your 22seven profile and start over. When you link accounts again, we'll only bring through recent history.

    Alternatively, you can bulk update old transactions as transfers. They will still appear on your profile but will be greyed out and won't count towards your money month totals.

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  • Hi...

    Thanks a lot...Could I then at the beginning of next month just get in touch with the 22Seven team and ask them to do a bulk change to 'transfer' status..Have just signed up today so but keen to start with clean slate on 1 June..

    Thank a lot

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  • Svens don't have access to profiles and can't make any changes. But it should be an easy update to make via the Transactions screen. Just use the date selection tool to filter to the period you'd like to mark as transfers.

    If you've just signed up, you shouldn't need to do this.

    P.S. You can always change the start of your Money Month via Settings.

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