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Is there a way to download bank transaction data for specific period of time?

We're missing several months of older bank data .
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Is there a way to download bank transaction data for specific period of time?

Hello, massc-treasurer. Yes, there is a way to do it!

 

Let's manually import transactions for a specific period. We use a Web Connect to bring the missing transactions in your book.

 

You can follow these steps to sort out the missing transactions. Here's how:

 

  1. Log in to your bank's website and download the transactions from starting from you need to have. Then, save it on your computer.
  2. Map the transactions as CSV format to successfully upload them in your book.
  3. Once done, go to Banking on the left panel. Then, select the Banking tab.
  4. Click the Update drop-down arrow and select File upload.
  5. Select Browse and select the file you downloaded from your bank.
  6. Hit Next.
  7. Then, follow the on-screen instructions to complete the process.

 

Once done, you'll want to read about categorizing the editing, adding the downloaded transactions. I'm sure you'll learn more things like managing the downloaded transactions.

 

Know that I am always here to help you in case you have follow-up questions with this. Enjoy your day! Take care!

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