Dee's Avatar


29 May, 2019 08:53 PM

How many months of transactions will I be able to download?

  1. 1 Posted by derekkent23 on 29 May, 2019 08:56 PM

    derekkent23's Avatar

    I am not support staff, just a user,

    If you are talking about downloaded transactions from a bank then the limit is set by the bank, Moneydance will accept what it is given.

    Hope this helps.

  2. 2 Posted by TonyRI on 29 May, 2019 09:01 PM

    TonyRI's Avatar

    Hi Dee,

    It depends on the Bank/Financial Institution.

    For Automatic Downloads (Direct Connect) it's usually 1-3 months worth.

    For Manual Downloads you may be able to obtain up to a year's worth of data (or more). My Amex card has statements back to July 2018 and Discover provides statements for download as far back as May 2017.


    Tony (NOT from Moneydance Support)

  3. System closed this discussion on 28 Aug, 2019 09:10 PM.

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