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April 20, 2020
Question

I have downloaded bank feeds and haven't gone back far enough. How do i reset these?

  • April 20, 2020
  • 1 reply
  • 1 view
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1 reply

Level 10
April 20, 2020

Hello Viv-white

 

 

You can not reset the date range, that is determined by the connection type and the bank itself. You can, however, download an excel spreadsheet of the transactions you are missing, save to your computer and go to the cog and import data>bank data and browse to that file and import it.

It may require a bit of mapping, more information on that can be found here.

 

Any questions just reply back to this post