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Level 1
1 Comment

It's nice to see you, @beansptsupplies!


Transactions downloaded during initial set up is within 30 to 90 days of their posting date. Instead, let's upload your older transactions manually.


You'll need to prepare a CSV file of your transactions from your bank's website first. Once done, here how you can upload the file:

  1. Go to the Gear icon.
  2. Under Transactions, select Imports.
  3. Find the bank account that you wanted to import your transactions.
  4. Select Import older transactions.
  5. Choose the saved CSV file of your transactions.
  6. Click Import.

I'm adding these helpful articles for ideas about categorizing your transactions after uploading them.


I'll be here if you need more help. Thanks!

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