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.
The transaction date lock protects two things:
New transaction that occurred before the date lock from being imported.
Existing ZenLedger transactions prior to the date lock from being overwritten during resync.
Steps to lock transactions before a chosen date:
Step 1: Click on the gear icon in the upper right corner.
Step 2: Select Settings.
Step 3: In the left side-bar select Other.
Step 4: Scroll to the bottom and see ‘Lock Transactions Before’.
Step 5: Select the date you would like to lock transactions before (it will save the date as one day before the day you select) and then click ‘Save’.
Upon locking your transactions, you can then proceed to re-sync your sources.
Note: The date lock is NOT a warning lock. It does not apply to warnings at all (such as on the Probable Missing Sources page). Warnings in your account exist to alert you that required data may be missing. The reason for warnings to change or appear in prior years when you resync this year may be caused due to a few reasons, with the primary one being that the data now flagged as missing wasn't needed in the past, but is now.
Video Walk-Through: