Downloading Transaction By Date
Tom
Hi, I've set up online banking using the 100 day trial version as I'm just trying this out at the moment. After downloading the tranactions, there were only three. I would like to go back at least a month in the past. Is this possible?
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1 Posted by -Kevin N. on Jun 11, 2018 @ 08:38 PM
Hi Tom,
On the initial connection to your bank, Moneydance downloads any and all available data from your bank's server. The only control that you have over the amount of direct-connect data is to reset the sync. Doing so instructs Moneydance to, again, download any and all available data from the server.
To import data prior to that, you would need to manually download and import the data. Moneydance can import OFX, OFC, QFX and QIF file formats into any account type. It can also import formatted CSV and TXT files into bank and credit card accounts.
If your bank provides any of those file types for manual download, you should be able to do what you desire.
-Kevin N. (not a member of MD support)
System closed this discussion on Sep 10, 2018 @ 08:40 PM.