Simplifi - 3 months historical data only?

BethL

I just signed up yesterday and successfully linked all of my accounts (except Target) and I've classified/tagged 3 months of historical data that was automatically pulled in. Will the app pull in 12 months of historical data? If so, how do I do that?

Flopbot

Hi @BethL,

Welcome to Simplifi! There’s really no limit to how far back you can go, but usually your various banks will only download the last 3 or so months.  To go further back, you’ll have to upload a CSV file.

See here for more info:

https://community.simplifimoney.com/discussion/comment/9957#Comment_9957

Coach Natalie

Hello @BethL,

Thanks for posting your inquiry to the Community, and welcome to Simplifi!

@Flopbot provided some great information above as far as importing transactions to get more historical data than what your banks initially provide, so I did just want to share our Support Article that includes the steps to do so. 

http://help.simplifimoney.com/en/articles/4413430-how-to-manually-import-transactions

Let us know if you have any further questions!

-Coach Natalie

DannyB

Welcome to Simplifi @BethL I beleive you will find this to be a great financial management tool.  

Looks like Chris ( @Flopbot ) and Coach Natalie have given you the info you need to answer your question and like Coach Natalie said, as you have other questions, this is a great place to get answers.

albertico

Hello, will the credit card transactions remain in Simplifi over time, or will there always be a 3 months historical record of transactions?

Flopbot

@albertico,

Great question!  Once the transactions make it into Simplifi, they stay there forever; or until you choose to delete them yourself.  They don’t ’time-out’ off Simplifi or anything and there’s currently no mechanism for archiving old transactions. They just move further and further down in your transaction register.