u/More_Issue_5779

I created a new manual Cash account in Quicken Simplifi to track my Amazon Gift Card balance and imported transactions from a CSV.

The CSV contains transactions going back to 2017, but after the import the oldest transaction visible is March 11, 2021. At the top of the register it says:

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https://preview.redd.it/kj9ksaqw1s8h1.png?width=2679&format=png&auto=webp&s=616d1db45e340bd9e5bd41ea1609243708e8896f

When I tried adjusting the date filter, Simplifi displayed a message saying:

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https://preview.redd.it/b8oddikf2s8h1.png?width=2586&format=png&auto=webp&s=4914b7c143066e7690a4bf82d13addc5134719ac

This makes me wonder whether Simplifi has a hard limit that prevents transactions before 2020 from being imported or displayed.

A few questions:

1. Does Simplifi have a minimum transaction date of 1/1/2020 for manual accounts?
2. Were my pre-2020 transactions likely skipped during import, or are they hidden somewhere?
3. Is there any way to view or import transactions dated before 2020?
4. Has anyone found a workaround for preserving older historical transactions?

For context, this is a manual Cash account, not a connected bank account.

I've attached screenshots showing:

• The register saying "Showing Transactions Since 2020"
• The date filter refusing dates earlier than 12/31/2019

Any insight would be appreciated. Thanks!