Thanks for getting back to this thread and adding details, @melanie-ho-me-co.
Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months. Thus, the amount of transactions you want to download depends on your financial institution.
As a workaround, you can manually import bank data using a CSV file. Since you're getting an error message, I'd suggest running some basic troubleshooting steps to address the issue.
We can start by accessing your account using a private window. This will help us check if the error is related to a browser issue. Too much cache files accumulated in a browser can cause unexpected behavior with the product and might be the reason why you're unable to download.
Simply press the following shortcut keys to access this mode:
- Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox ).
- Control + Option + P (Safari).
If it works, let's clear your browser's cache to delete temporarily stored files and free some space on your browser. You can also use other supported, up-to-date browsers if the issue persists.
When you're done, review and categorize your transactions to put them in your accounts.
Feel free to ask more questions in the Community if you need anything else. We look forward to helping you again.
