All Collections
Lock Up Transactions Before Re-Syncing Sources
Lock Up Transactions Before Re-Syncing Sources

How to Lock Up Your Transactions Before Re-Syncing Your Sources

Megan McIntire avatar
Written by Megan McIntire
Updated over a week ago

Before re-syncing your sources it is a good idea to lock your current transactions so that there is no risk of them being altered when you re-sync, especially if you have made manual edits to any of your transactions.

To lock transactions in before a certain date please follow these steps:

  1. Click on the person icon in the upper right corner.

  2. Select Settings.

  3. In the left side-bar select Other.

  4. Scroll to the bottom and see ‘Lock Transactions Before’.

  5. Select the date you would like to lock transactions before and then click ‘Save’.

Upon locking your transactions, you can then proceed to re-sync your sources.

Video Walk-Through:

Did this answer your question?