My bank (SunTrust) recently went through a merger and my online banking changed to the new bank (Truist). I just updated my login information and the software is recognizing it as new accounts, rather than the same. Account numbers did not change.
Is there a way to set a start date for the upload of expense items? Basically right now I am seeing duplicate expenses for all of 2021 and YTD 2022 as the system pulled them in as if they were new.