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May 30, 2021
Question

I accidentally selected import only 2021 transactions when I connected my bank account, how do I update to also include 2020?

  • May 30, 2021
  • 1 reply
  • 6 views
No text available

1 reply

Kristine Mae
Moderator
May 30, 2021

Let me help you import the transactions, Gradealoha.

 

You'll have to import the 2020 transactions manually. You have two options to do that:

Once they're imported already, you can categorize and match the bank transactions

 

Feel free to visit us if you have other concerns. We'll be right here to assist you. Take care!