Thanks ShangY. I understood what your first colleague had said. Your other colleague, Ethel wrote ‘Once you connect your bank and download transactions, the dat...

Thanks, Ethel. That makes a lot more sense. The obvious question I have is how do I view those transactions that are over (in my case) 6 months old? I started m...

Thanks, but this is not ideal. I really liked the fact that I could link my accounts and hadn’t realised there would be a restriction on timing from the banks. ...