History of accounts

Jeremy's Avatar


25 Apr, 2019 05:53 PM

I recently purchased Moneydance and have started loading accounts. I am noticing on my investment accounts, the history only pulls from 2017. Is there a limit on how far back it pulls or is it driven by the institution?

  1. 1 Posted by derekkent23 on 25 Apr, 2019 07:33 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Moneydance will import what is given, so the limit is probably set by the institution.
    Most type of files you can open in a text editor and look for the earliest date.

    Hope this helps

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