Chase Conection

Smithfield

It says that any submitted expenses would be deleted. 
We work on a yearly bases only, so I would loose all my data?

LaurenR_Expensify

Hi there 👋🏽

I've taken a look at the post I think you're referring to and it states: 

Important Step! Before deleting your old connection please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.

So as long as your expenses are on a submitted or closed report, when you switch connections they won't be deleted. 

Hope that clears up any confusion here! 

Smithfield

That doesn't answer my question, as I said I need to not submit my expense till December 31st. We use this system for annul reports. 

Matt Moore

Hi @Smithfield

You'll need to submit the transactions if you want to retain them when you delete your older Chase connection.

Once the connection is removed, you can retract those reports and make any changes that you need to.

Here's an article about report states that I hope will help!