The past transactions that are older than 60 to 90 days can be imported. This helps users to have a full record of business transactions. You should make sure that the past transactions are in CSV file format before importing the file. There are certain banks that can export data to CSV format, data range specified by you.


How to import your past transactions:

  • Click Gear
  • Go to the dropdown menu to click Imports
  • Select the account where you want to import the data into
  • Follow the instructions to conclude the process of past transactions.


Note: Importing your income and spending history will help you save much on your taxes. It also helps us to figure out your quarterly tax payments in a more effective way.

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