thread Re: Can I import my past expenses or purchases to my Square Card report? in Archived Discussions (Read Only)

Can I import my past expenses or purchases to my Square Card report?

matthewhofman — Thu, 30 Jan 2020 12:19:17 GMT

I'm interested in using square card to track my expenses, but is it possible to import purchases / expenses previous to using square card? I like to keep everything on the same document if possible and if I can't import all my expenses into squares system, it kind of makes the card useless for this tax year 😕

Re: Can I import my past expenses or purchases to my Square Card report?

ashc — Thu, 30 Jan 2020 12:21:41 GMT

Hey @matthewhofman! Welcome to the Community and congrats on your first post. 🏆

There's not a way to import your past transactions or purchases into your Square Card reporting at this time.

We really can only record what's been processed through us in real time so I'm not sure if this would ever become available- but maybe you can export the existing report to Excel and add your past purchases manually there?