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Hi jwhitty, Thanks for your feedback. We are continually updating our workflow so we will look into your suggestions. On a side note, I wonder why you are manually entering in prior month expenses. Could you not just import your bank statement for the 3 months or 2-4 weeks and then allocate those specific transactions to their appropriate account. This approach would cut down your time doing the books. It takes me about 5-10 minutes to allocate my transactions on a monthly basis. I do have 3 of my bank accounts linked and another 2 I have to manually import the QIF's. Super easy and super quick. Linking your bank accounts takes about 1-2 weeks and then your bank transactions come in automatically into LiveAccounts. Hope this helps. Richard Puffe LiveAccounts Product Manager