How far back?

Janjay H Sherman's Avatar

Janjay H Sherman

21 Mar, 2018 04:44 PM

Once you sync your bank account, how far back can you categorize your transactions? I'm looking to see what I spent my money on from 2017.

  1. 1 Posted by -Kevin N. on 21 Mar, 2018 05:33 PM

    -Kevin N.'s Avatar

    Hi Janjay,

    That depends on how much data your financial institution (FI) provides.

    Many (not all) Fi's only provide 60~90 days of data for direct-connect downloads.

    Almost all FI's provide for manual downloads of data which can provide a much broader time frame worth of data.

    Moneydance can manually import OFX, OFC, QFX and QIF file formats into Bank, Credit Card and Investment accounts. It can also import formatted CSV and TXT files into Bank and Credit Card accounts.

    Once your data is imported and categorized, you can run either of the Income & Expenses reports to garner your spending amounts for 2017.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Janjay Sherman on 21 Mar, 2018 06:31 PM

    Janjay Sherman's Avatar

    Hi Kevin,

    My bank provides pdf bank statements for up to three years so I have access
    to 2017.

    Would I be able to import the pdf to be categorized?

  3. 3 Posted by -Kevin N. on 21 Mar, 2018 06:50 PM

    -Kevin N.'s Avatar

    Hi Janjay,

    Importing a pdf file if at all possible would be very complicated. It would involve copying and pasting the transaction data to a different file (spreadsheet or word processor), saving the file as a CSV file, formatting the CSV file and eventually importing the CSV file.

    Does your FI provide any other means of downloading your data; such as the one's I referenced in my prior reply?

    -Kevin N. (not a member of MD support)

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