How do I retrieve All Bank Transactions back to January?
To get started importing your bank transactions, head over to the Setup page and open the “Connect Bank Data” page. You’ll be prompted to connect securely with your bank username/password. After connecting your bank, we go and retrieve the latest 30 days of bank transactions. You can optionally click on the button that says pull transactions from as far back as Jan 1st of the year. However, some banks only allow us to retrieve back 6 months worth of data. We then pull transactions nightly from those accounts.