tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/6117-initial-setupInfinite Kind: Discussion 2021-11-15T22:00:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/493428392021-08-16T21:51:45Z2021-08-18T02:36:28ZInitial setup<div><p>I'm a fellow user.</p>
<p>If you are using automatic downloads via direct connect then it is typical for institutions to only provide 30-90 days of data, some offer more but many do not. This allows the institutions to keep these systems relatively small.</p>
<p>If you manually download and import data you are often still restricted to how far back you can go by the institutions systems, some do restrict this to a couple of years worth of transactions.</p>
<p>Moneydance will load whatever data it is provided with.</p></div>dwg