Backfill history opens one sheet holding everything recorded for a policy: premiums, PUA premiums, loans, repayments, loan interest, fees, and the loan balances printed on carrier statements. It is reached from Record → Backfill history in the Action Center on the policy page, and it replaces entering each kind of history on its own screen.
Three Ways In
- Upload a document — Builder Pro reads carrier statements, transaction histories, and screenshots, several at a time, and fills the sheet in for you.
- Enter manually — type rows, or paste them from a spreadsheet in the order Date, Type, Amount.
- Edit history — change or remove rows already saved.
Every row on the sheet is saved with your history; to leave one out, delete it. Compare rows read from a document against the page they came from before you save, since nothing is recorded until you choose Save history. A row the reader could not classify is flagged for a look rather than guessed at.
To fill in many premiums at once, choose Add repeating: pick Premium or PUA premium, the amount, how often (monthly, quarterly, semi-annual, or annual), the day of the month, and the dates to cover. The rows are added to the sheet in one step, and Undo removes them together. When you save, a row on a date that already has a recorded premium of the same type is matched to it instead of recorded twice; if the amounts differ, you choose which to keep.
While you add history, payments already recorded on the policy show in the same list, in date order and in lighter text, so you can see the gaps. They can't be changed here; use Edit history for that. Save history leaves them as they are. Turn Show recorded off to see only what you're adding.
For a repayment, enter the . The sheet uses that amount to estimate the loan balance until a statement snapshot resets it to the carrier's reported balance. The difference appears as an adjustment. The optional field in a loan row's Details is for interest included when that loan was issued; it is separate from the amount paid on a repayment.