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Articles on: Sprwt Supprt

What does the "Import & Sync transactions" toggle in the Import transactions window do?


It is on by default for every selected account. Leave it on to import the account's transaction history from the chosen start date and keep the account syncing automatically afterwards. Switch it off to link the account for balance display only: the window shows No transactions will be imported or synchronized!, no history is imported and the account's Sync? toggle is turned off. You can still trigger an import later with the Import button that appears on the institution card.

Where to find it: /admin/accounting/items