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Past transactions

vmailvmail Member Posts: 9

Hi, when I create a connection I set the date to 13 months ago, but I can only see the last month. What am I doing wrong?

in Bank Connections

Comments

  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi, @vmail,

    You aren't doing anything wrong. Most financial institutions won't allow you to upload transactions that are older than a certain number of days. This varies from institution to institution, but it's usually 30, 60 or 90 days.

    For older transactions, you'll have to upload your bank statements manually. The process is quick and painless, it just takes a few clicks. Here's how you can do this.

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