bank-start-dates
How to Manage Bank Account Start Dates in Money Pro
To change a bank account's start date in Money Pro, go to gear icon → Banks & Integrations → select the account → adjust the Start Date. Moving the date earlier imports older transactions; moving it forward hides transactions before that date (they're not deleted — they return if you move the date back). Use start dates to avoid duplicates and exclude personal history.
Why Start Dates Matter
The start date controls which transactions Money Pro imports from each linked account. Setting it correctly:
- Prevents duplicates when re-linking an account after a disconnect
- Excludes personal history from before you used the account for business
- Controls your reports — P&L, tax estimates, and expense reports only include transactions within your start date range
How to Change a Start Date
- Go to Expenses or Income → click the gear icon (top right)
- Select Banks & Integrations
- Click on the account you want to update
- Find the Start Date field and adjust it
- Use the Bulk option to apply the same date to all accounts from the same institution simultaneously
What Happens When You Change the Date
Move it earlier (back in time): Money Pro pulls in all available transactions from that earlier date. They appear gradually in Expenses/Income — no action needed from you.
Move it later (forward in time): Transactions before the new date are hidden from your reports. A confirmation message appears: "Transactions before the new start date will be removed." Your data is not deleted — if you move the date back again, they reappear with their original categories intact.
Best-Practice Start Dates
| Situation | Set Start Date To |
|---|---|
| Re-linking after a disconnect | The day after the last transaction that synced successfully before the disconnect |
| Account just switched from personal to business use | The first day you began using it for business |
| Previously tracked manually (CSV import) | The day after your last manually entered transaction |
| Not sure | Today — then use CSV import for historical transactions you need |
Beginning Balance (Optional)
In Banks & Integrations, you can also set a Beginning Balance for each account. This aligns Money Pro's balance with your actual bank statement on your chosen start date — useful for accurate balance sheet reporting from the day you started tracking.
Frequently Asked Questions
I moved my start date forward and lost old transactions. Are they gone?
No — they're hidden, not deleted. Move the start date back to its original position and they'll reappear with their original categories.
Will changing my start date affect my tax reports?
Yes. Tax reports, P&L, and expense summaries only include transactions within your current start date range. If you hide earlier periods by moving the date forward, those months drop out of reports. If you need those periods in your reports, keep the start date early enough to include them.
I see duplicate transactions after re-linking my bank. How do I fix it?
Set your start date to the day after the last transaction that synced correctly before the disconnect. Transactions from the new link that overlap with the old link create duplicates — adjust the start date to eliminate the overlap, then delete any remaining duplicates manually with Bulk Select.