How to download the prior year
When downloading my checking account to MoneyDance it only shows the prior couple months. How do I get it to transfer the past year and a half?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 31 May, 2024 09:57 PM
With automatic downloads like Direct Connect and Moneydance+ it is fairly typical that only 30-90 days worth of transactions are held on those systems, there is nothing Moneydance can do about that.
Some banks will allow you to specify a date period in their online banking system that will allow you do download transactions going back further which you can then import into Moneydance manually.
System closed this discussion on 30 Aug, 2024 10:00 PM.