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Lee Long
Level 1

Bank account history limited to a few months

I have connected my Bank account but I want to pull all records from 1st Jan 2020. It's only pulling last few months. Can you help please.

Solved
Best answer June 27, 2021

Accepted Solutions
Lee Long
Level 1

Bank account history limited to a few months

2 REPLIES 2
Kristine Mae
Moderator

Bank account history limited to a few months

I'm here to help you, Lee Long. 

 

When you first connect your bank account, our program will download the latest 90 days' worth of transactions or more. We're dependent on what your bank shares with us.
 

We have two options to get more transactions:

Once they're added to the program, you can categorise and match the bank transactions.

 

Feel free to let us know if you have other concerns. We'll be right here to help you. Take care!

Lee Long
Level 1

Bank account history limited to a few months

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