How Far Back in Time Can You Download Transactions to an Account

David Hanan's Avatar

David Hanan

20 Jan, 2022 05:33 PM

Is there a limit to how far back in time you can download transactions to an account through an automatic download?

  1. 1 Posted by derekkent23 on 20 Jan, 2022 06:59 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi David

    Moneydance places no limit on how back in time you can download transactions but banks do. So it depends on the bank.

    Hope this helps

  2. 2 Posted by David on 21 Jan, 2022 05:14 PM

    David's Avatar

    Thank you.

    David

  3. Support Staff 3 Posted by Ethan on 22 Jan, 2022 04:56 PM

    Ethan's Avatar

    I'd also add that some banks offer a longer download history through manual downloads by logging onto your bank's website. That may be worth checking out, especially if you are only getting a relatively short period of downloads (like the last 90 days).

    If you are setting up an account for the first time, it's likely you will have to enter in an initial balance for the account (Account -> Edit Account from the menu bar) to represent the funds that you don't have history for, bringing your balances up to date. This should be a one-time setup process.

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 22 Jan, 2022 04:56 PM.

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