Bank feed transaction history limits
When you first start out using feeds, you have the option to choose how much history you would like to import. While all available history provides the most complete picture, you may wish to only import transactions starting from a certain point in time. This preference will apply to all new accounts you create from your feed.
To have older transactions in your PocketSmith, it's easy to import these by uploading bank files 💾
In this user guide
Transaction history limits for initial import
When you first start out using feeds, you have the option to choose how much history you would like to import. While all available history provides the most complete picture, you may wish to only import transactions starting from a certain point in time.
You can change your preference by going to Manage Feeds > History settings, however the setting will only apply to accounts that are newly created from a feed.
If you later decide you'd like to import more transactions, see Importing older transaction history.
Regardless of your preference for transaction history, the maximum transaction history that can be imported varies between your bank or financial institution, country, and data provider.
Maximum transaction history guidelines, based on data provider:
Yodlee - 1 year or more, but sometimes only 90 days
Basiq (AU) -1 year, per CDR legislation
Salt Edge (UK & EU) - up to 1 year
Akahu (NZ) - up to 1 year, but occasionally only 90 days
Plaid (CA & US) - up to 2 years
This is a guideline only, and your results may vary.
Importing older transaction history
To import transactions that are older than those brought in by your feed, you can upload bank files from your online banking into PocketSmith 🗓. The following user guide explains how to import bank files: Importing bank files into PocketSmith