Online banking only downloads transactions of past 4 months

Cecilia's Avatar


14 Oct, 2021 03:52 PM

I've set up the online banking and when I download the transactions it only downloads the past 3 months but I want to download everything since 1-Jan-2021... is that possible?

Thank you

  1. 1 Posted by Stuart Beesley ... on 14 Oct, 2021 04:07 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Online Menu, Setup Online Banking, RESET SYNC (Date)....

  2. 2 Posted by Cecilia on 14 Oct, 2021 06:00 PM

    Cecilia's Avatar

    Thanks! But I do the reset and it doesn't mention any dates anywhere and doesn't download any new transactions after the reset. I even deleted the file, created a new one, set up the online banking again but the same thing happened and nowhere during the process am I asked which dates to use... any idea how I can solve this? Thank you again!

  3. 3 Posted by dtd on 14 Oct, 2021 08:29 PM

    dtd's Avatar

    just a user

    It's possible your bank only gives you transactions for the last three months.

    I have had some banks give me 18months, while others are as low as two months.

  4. 4 Posted by dwg on 14 Oct, 2021 09:15 PM

    dwg's Avatar

    I'm a fellow user.

    The Bank's set how far back transaction can be downloaded, with Direct Connect it is often in the 90 day range some Banks more some less. Many banks will provide transactions further back via manual transaction downloads from their Internet Banking site, again it is variable.

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