If you have frozen fiscal years and add a new exchange or wallet connection, Finbooks needs to know how you want to handle any historical transactions that fall within your frozen period.
Why does this come up?
When you add a new connection, Finbooks imports its full transaction history, which may go back into past years. If some of those transactions are dated within your frozen range, importing them would change your historical accounting, which is exactly what freezing is designed to prevent.
Rather than making that decision for you, Finbooks pauses and asks you to choose explicitly.
Your three options
Option A — Ignore frozen-range history for this connection
All transactions from this connection that are dated within your frozen range are excluded. Your frozen years remain completely unchanged, and no recomputation takes place.
Transactions from this connection that fall within your open (unfrozen) years are imported normally.
This is the right choice if:
you started using this exchange or wallet after your freeze cutoff date
the historical transactions from this connection are already accounted for through another source
you've already filed for those years and want to keep your reports stable
⚠️ Keep in mind: The excluded historical transactions will never be imported through this connection. If you change your mind later, the only way is to delete the connection and recreate it.
Option B — Import all historical transactions and unfreeze affected years
Finbooks imports all transactions from this connection, including those dated in frozen years. The freeze cutoff is automatically rolled back to just before the earliest affected fiscal year, and your accounting is recomputed from that point forward.
This is the right choice if:
you recently discovered a connection you had forgotten to add
the historical transactions are material and you want your accounting to be as complete as possible
you haven't yet filed for those years, or you're willing to review and potentially amend past filings
⚠️ Keep in mind: Your previously frozen reports will no longer match after recomputation. Depending on your country, changes to already-filed periods may have tax implications. We recommend consulting a tax professional if you're unsure.
Option C — Import historical transactions only from selected frozen years
Finbooks imports all transactions from this connection, including those dated in the frozen years you manually select.
The freeze cutoff is automatically rolled back to just before the earliest affected fiscal year, and your accounting is recomputed from that point forward.
This is the right choice if:
you recently discovered a connection you had forgotten to add, but don't mind missing transactions before a specific deadline
the historical transactions are material only after a certain date and you want your accounting to show them while ignoring the oldest
you haven't yet filed for some years, or you're willing to review and potentially amend past filings
⚠️ Keep in mind: Your previously frozen reports will no longer match after recomputation. Depending on your country, changes to already-filed periods may have tax implications. We recommend consulting a tax professional if you're unsure.
What if the new connection has no transactions in frozen years?
If Finbooks finds no historical transactions within your frozen range, no decision is required. The connection is imported normally and your freeze state is completely unaffected.
Can I change my mind later?
The policy you choose is permanent for that connection. If you selected "ignore frozen-range history" and later want to import that history, you'll need to delete the connection and recreate it, at which point you'll be asked to choose again.
A note on transactions predating your history
If the new connection has transactions from years even earlier than your existing transaction history, your choice still applies to those years:
if you chose to ignore frozen-range history, those earlier transactions are also excluded
if you chose to unfreeze and import, those earlier years are included in the recomputation