I am new and just set up 2 accounts. One has 6 months of history and the other only 3 months. Why?

Buiter
Buiter Member
edited January 11 in Adding and Updating Accounts

I am new and just set up 2 accounts. One has 6 months of history and the other only 3 months. Why?

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  • DannyB
    DannyB Superuser ✭✭✭✭✭
    Answer ✓

    @Buiter as far as I know that depends on the bank as far as how much historical data they will download. You should be able go to your banks website log in and download more data and then import it into Simplifi if you what that.

    @Coach Natalie or @Coach Kristina should be able to give you more info about this.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited December 2023 Answer ✓

    Here is some information for importing transactions from a CSV that is not from another platform. Note that you will need to categorize the transactions if you are importing them from a bank sourced CSV.

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

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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