Link older transactions

Marilou
Marilou Member
edited December 2 in Adding and Updating Accounts

Hello,
I have connected my chequing account (Desjardins Bank) to Simplifi and I only see transactions from the last 2 months (September 26, 2024 and more recent). However, I can see my Desjardins credit card transaction history for the last year.
How can I automatically link older transactions?
Thanks for your help!

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Comments

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    @Marilou ,

    When you first sync your account, it only downloads a few months of transactions. Depends on the bank. If you want to download more than that, then you'll have to use the Import button. Simplifi does a good job walking you through the import steps with lots of guidance.

    image.png

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

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